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Sandeep Chaturvedi

Sandeep Chaturvedi

Associate Centre Manager

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location of Sandeep ChaturvediDelhi, India

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  • Timeline

  • About me

    ZONAL HEAD SENIOR VICE PRESIDENT BRANCH BANKING at YES SECURITIES |Wealth Broking & Investment Advisory

  • Education

    • Geeta Bal Bharti Public School

      -
      Commerce

    • Delhi University

      -
      Bachelor of Commerce (B.Com.) Commerce

    • Alagappa University

      -
      Master of Business Administration (MBA) Marketing

  • Experience

    • Reliance Money Ltd

      Jan 2007 - Jan 2008
      Associate Centre Manager

      Handled Entire Noida for all the financial products, also spread the distribution network of Reliance Money

    • Religare Securities Ltd.

      Sept 2008 - Dec 2009
      Sales Manager

      Handled Noida for Online Broking for Religare Securities, and also spread the distribution network.

    • Aditya Birla Money Ltd

      Jan 2010 - Jul 2012
      Branch Manager

      Branch Office

    • Reliance Capital

      Aug 2012 - Aug 2013
      Senior Manager Business Development

      Handled Delhi NCR,Haryana & Rajasthan

    • Zuari Investments Limited

      Sept 2013 - May 2014
      Area Manager

      Handled Gurgaon Cluster

    • Reliancesmartmoney.com

      May 2014 - Oct 2019

      I am heading a Branch of Profit Center servicing complete bouquet for Financial Services viz., Insurance Products, Equities,Commodity and Currency,Real Estate, Mortgages, Mutual Funds, PMS, Wealth Management and manage various Channels e.g. Sub-brokers, Agents etc.I require to manage a team of Centre Manager, Business Development Manager, Senior Relationship Managers,Relationship Executives,Service Manager and Trading Advisors, to motivate and lead them towards set targets, ensuring maximum productivity at the same time co-ordinating with Back Office and Services team so as to make the Customer Interface, a fruitful experience.I entrust to set up a distribution network for the organisation. Adding new Channel Partners and Regularly meeting with Channel Partners to discuss financial needs, emphasizing financial counseling, and making recommendations in terms of their long term & short-term investment needs of their clients while helping the clients manage risk under market fluctuations I would collate the information collect from the end-user towards the product features and specifications require and co-ordinate with the Product team, so as, to meet the tailor made needs of the customers and channel partners.Tie-up with newer Service providers viz, Insurance Companies, AMCs, Banks so as to have them in our basket of products are handle and achieve the budgeted numbers Show less

      • Regional Head

        Jul 2019 - Oct 2019

      • Regional Head

        Apr 2018 - Jun 2019

      • Branch Head

        May 2014 - Apr 2018

    • YES SECURITIES

      Oct 2019 - now

      Regional Head & Vice President (Wealth Broking & Investment Advisory)

      • Zonal Head

        Jun 2023 - now

      • CHANNEL HEAD EMERGING BRANCH BANKING at Yes Securities Ltd

        Jun 2022 - now

      • Senior Vice President

        Oct 2019 - now

  • Licenses & Certifications

    • NISM Series VI - Depository Module