Sujata Sachin Sankpal

• Managing HNI & Retail clients group of HDFC Securities Ltd Wealth Aurangabad, Pimpri & Pune
over period of 15 years.
• Achieving 150% brokerage income & TPP income as core products on Y-O-Y basis over
last 15 years.
• Managing team of 20 plus members and helping team to achieve their monthly as well
yearly targets for core income products like brokerage, MTF product and TPP
products.
• Helping my team to achieving monthly income plans & ensure every team member to earn
monthly as well annual incentives.
• Qualified for more than 10 international prestigious insurance MDRT awards (listed below details).
• Qualified for IIM educational 3 days training session contest.
• Qualified more than 15 various regional contest during my tenure.

• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Trained and motivated employees to perform daily business functions.

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.