Sanjay Parmar
BANKER
Mumbai
Summary
Seeking senior-level / Team Managing roles in Banking and Wealth advisory, A result-oriented professional with 21+ years of experience in Sales & Marketing of Financial and Banking Products with different organization. Working with HDFC Bank since September 2016 as Imperia Client Relationship Manager , AVP Grade in Retail Branch Banking. An effective Communicator with excellent Interpersonal & Relationship management skill, Well versed in investment products I.e MF, PMS, Equity, LI, NPS, BOND, ETF, NCD etc. Ability to cross sell & convince clients through “product fit” as well as “need based” approach.
Overview
21
21
years of professional experience
1
1
year of post-secondary education
4
4
Languages
Work History
Imperia Client Relationship Manager
HDFC Bank
09.2016 - Current
- Responsible for including HNI / UHNI / VIPs customers into the imperia programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family A/C's and retaining the relationship.
- Managing Imperia portfolio as well as Acquiring New to Bank (NTB) customer.
- Maintained Wealth knowledge on across banking products and distribution to provide optimal service support.
- Enhancing the wallet size.
- Resolving all complaints received from customers within the stipulated TAT'S.
- Adjusted end-to-end KYC, trade-forex, LC - BG process needs to align with workforce capabilities.
BDM Recruitment
Unidus Services
09.2015 - 09.2016
Sr. Manager – Corporate Sales
Ambit Capital
10.2012 - 08.2015
- Interacting with the treasury / finance/ Institutional teams of listed as well as unlisted companies and HNI’s on a daily basis. The product offering covers investment schemes in Debt Market, Money Market and Equity Market.
Sr. Relationship Manager
Batlivala & Karani Securities
05.2011 - 09.2012
Sr. Institutional Sales Manager
Mata Securities
08.2008 - 04.2011
Assistant Manager – BD
Smifs Securities
09.2007 - 08.2008
Relationship Manager
Way2wealth Securities
03.2005 - 08.2007
Finance Consultant
HDFC Standard Life Ins Co.
01.2004 - 02.2005
Education
Bachelor of Commerce -
L.S.Raheja College of Commerce & Arts
01.2002 - 01.2003
AMFI / NISM Certified - Mutual Fund Advisory Module
IRDA - Life and health Insurance
Certification training program - Debt market
BSE TRAINING INSTITUTE
Skills
Client satisfaction-driven
Interpersonal and client communications
Relationship building and management
Customer engagement
Client service-driven
Up-selling and cross-selling techniques
Personal Information
- Date of Birth: 01/17/83
- Gender: Male
Notable Accomplishments
- Promoted to Assistant Business Development Manager within 6 month (Yr: 2007 - 2008).
- Generated 5 Cr. AUM in Equity Mutual Fund (Yr: 2007 -2008).
- Managing the Net AUM of around Rs. 120 crores from 32 active corporate clients with gross mobilization of Rs. 1600 crores.
- Successfully handling and churn AUM of 300 Cr. of Retail Mutual Fund clients (Yr: 2005 - 2007).
- Awarded for being 1st in Mumbai and 2nd in PAN INDIA for generating maximum Mutual Fund Business (Yr: 01/2006 - 03/2006).
- Got Empanelled with 22 Institution (Mata Securities).
- Visited Bangalore for conducting training on Tax Planning and Return filling.
Awards
- 08/2018, Million Dollar Round Table Conference (MDRT) Annual Meeting, Los Angeles, USA
- 06/2019, Million Dollar Round Table Conference (MDRT) Training Programme, Malaysia
- 08/2019, Million Dollar Round Table Conference (MDRT) Annual Meeting, Miami, USA
- 11/2019, BBH Inner Circle Training Program, Rishikesh
- 07/2022, MD GH Club training Program, Goa
- 06/2022, Million Dollar Round Table Conference (MDRT) Annual Meeting, Sydney
- 10/2023, International water Training Program, Cordelia Cruises
- 01/2024, Million Dollar Round Table Conference (MDRT) Annual Meeting, Singapore
- 04/2024, BBH Inner Circle Training Program, Rishikesh
- 08/2024, BBH Inner Circle Training Program, Goa
- 02/2025, International water Training Program, Cordelia Cruises
- 2025, Million Dollar Round Table Conference (MDRT) Training Programme (Qualified), Bali, Indonesia
Timeline
Imperia Client Relationship Manager
HDFC Bank
09.2016 - Current
BDM Recruitment
Unidus Services
09.2015 - 09.2016
Sr. Manager – Corporate Sales
Ambit Capital
10.2012 - 08.2015
Sr. Relationship Manager
Batlivala & Karani Securities
05.2011 - 09.2012
Sr. Institutional Sales Manager
Mata Securities
08.2008 - 04.2011
Assistant Manager – BD
Smifs Securities
09.2007 - 08.2008
Relationship Manager
Way2wealth Securities
03.2005 - 08.2007
Finance Consultant
HDFC Standard Life Ins Co.
01.2004 - 02.2005
Bachelor of Commerce -
L.S.Raheja College of Commerce & Arts
01.2002 - 01.2003
AMFI / NISM Certified - Mutual Fund Advisory Module
IRDA - Life and health Insurance
Certification training program - Debt market
BSE TRAINING INSTITUTE
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