Shikhar Agrawal

Shikhar Agrawal

Personal Financial Consultant

Followers of Shikhar Agrawal510 followers
location of Shikhar AgrawalMumbai, Maharashtra, India

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  • Timeline

  • About me

    Zonal Manager at Wipro Consumer Care and Lighting

  • Education

    • International School of Business & Media, Pune

      2005 - 2007
      MBA-PGPBM Marketing and Finance

      Activities and Societies: Dance, Plays, Sports Major MarketingMinor Finance

    • University of Kanpur

      2002 - 2005
      Bachelor of Commerce Business/Commerce, General

      B Com

  • Experience

    • Vantage Wealth Management

      Jan 2007 - Oct 2007
      Personal Financial Consultant

      Top performer amongst all new entrants in organisationsAchieved target consistently in selling NFORepresented the company in WNS (Gurgaon) H.O.Investment Advsior for various Financial Products like Mutual funds, Tax Saving Funds (ELSS), Insurance, Ulip of HDFC Standard Life, Bajaj Allianz, ABN Amro, Prudential ICICI, SBI, DSPML, Reliance etcPenetrating into the existing database of customer as well as to make my own database through help desk in various companiesAchieving allocated business targets, ensuring high quality customer serviceDesigning, constructing and maintain the portfolio of clients. Show less

    • ABN AMRO Bank N.V.

      Oct 2007 - Oct 2008
      Associate Sales Manager (NRI Accounts)

      Promoted as Non Resident Business-Associate Sales Manager, Van Gogh Preferred Banking with in 4 monthsSuccessful in making a Tie-up with different Corporates for NR Business like Zensar, Honeywell, Accenture, Pier Burg etc. Qualified for Contest in opening Natwest Account of UK.Investment Advisor for various Financial Products like Mutual funds, Tax Saving Funds (ELSS), Insurance, Ulip Policies of Aviva, Opening Saving Accounts.Portfolio Management and its Enhancement-A complete customized and personalized Portfolio management according to the need of HNI clients.Penetrating into the existing database of customer as well as to make my own database.A great value addition by adding creativity in organizing the theme events in the best of places, with best of people and best of Environment on regular intervals.Business development and Revenue Generation.Source Non Resident Indian clients through various channels by various products like NRE A/c, NRO A/c, FCNR A/c, RFC A/c , Natwest A/c.Ensuring internal and external compliance on all branch transactions, handling difficult customer situation and contributing to the overall achievement of business growth. Show less

    • Deutsche Bank

      Nov 2008 - Mar 2011
      Personal Banking Relationship Manager

      Specialties:Business Development; Relationship management;transaction structuring; financial statement analysis;Transaction Banking – Cash Management & Trade Financing; Microfinance & Agri Financing; and cross selling of other banking products.-Part of Deutsche bank’s pioneer team that facilitated the break even within a span of one year - a benchmark amongst other Deutsche Bank Branches across the country.-Responsible for the effective relationship management of a portfolio of corporate customers, existing and new, with a view to enhancing corporate relationships.-Assess customer’s worthiness for facilities granted/ to be granted and make recommendations in the form of credit applications.-Responsible for actively cross-selling and targeting new business in order to maximize the income contribution.-Self motivated, a team player and able to establish a strong sales and service culture.-Prepare credit proposals in an accurate manner and follow-up security and mandate issues effectively in order to maintain high quality lending practice.-Actively cross-sell a variety of banking products including Payments and Cash Management, Insurance, Trade Finance, Investment Banking, Treasury and promote products and services of ------Personal Financial Services and Private Banking.-Prepare reports and reviews as when required by the management.-Won 7 contests in a span of 1 Year ( Jan 09- Dec 09) and availed trips to Goa, Thailand, London, Kerala, Newzealand, Amsterdam & Las Vegas & Los Angeles.-Best contribution in Investment sales for Pune Branch in Q1 ( Jan 09 – March 09) Show less

    • LG Electronics

      Mar 2011 - Apr 2017

      -Introducing new products within existing accounts by mapping opportunities into an equivalent product.-Creating and executing a business plan in association with the accounts-Yearly and Quarterly plan.-Planning/Developing promotional activities to create in-store experience for my portfolio.-Category Management.-Accountable for top line targets and expected to work closely with the DSO's/ Sales force on distributor rolls to achieve the targets.-Participate in the sales planning exercise. Provide information about market trends, competitor’s sales practices and potential projects.-Support new products launches.-Responsible for key customer retention and building profound relationship with them.-Brand management – Organizing training for retail staff, product knowledge etc.-Received LG Electronics India Pvt Ltd-MD Appreciation Certificate on the basis of performance -Handling all Institutional Business of Pune Branch.-Responsible for maintaining the relationship with Corporates by Right Product, Right Time, Right Place, Right Price. Show less

      • Product Area Manager

        Jun 2014 - Apr 2017
      • B2B Area Manager

        Mar 2011 - May 2014
    • Reliance Broadcast Network

      Apr 2017 - Mar 2019
      Business Partner, National

      • Management of National Key Accounts in various verticals like Automobiles, Telecom, Paints, Consumer Durables, Retail Chains etc.• Intake, Ideation and Planning• To provide on the spot marketing solutions to the business owners objections and concerns as well as to be able to Pivot from a prepped position basis the conversation• Understanding the Brand’s message and philosophy according to which the customized marketing solution to be given• Establish relationships with new and niche Clients to expand the reach.• Monitor trends and analytics to make product and pricing suggestions for clients.• Maintain strong relationships with existing partner sites to understand how we can help them grow while also knowing which product offers and price points best fit their model.• Identify business opportunities through research of specific industry or market• Understand client’s business/ marketing needs and gather product knowledge to meet those needs• Providing support to client’s, offering clear advice and solutions wherever possible • Preparing and delivering client’s presentations and demonstrations of marketing campaign plans with clarity and confidence (both face-to-face, online and over the telephone) Show less

    • Wipro Consumer Care and Lighting

      Mar 2019 - now
      Zonal Manager

      • People Management: o Leading & Managing a cross-functional team. To keep the team charged and motivated. o Performance Management - To drive the team to achieve team goals & monitoring performance of team members• Establish relationship with Clients, Dealers, Channel Partners and drive customer acquisition of large deals • Ensuring customer satisfaction with right product with right service as right time.• Coordination with Central Product Marketing Team, Central Supply Chain Team, Central Product Designing Team to get right product in right time • Develop and manage an effective channel. • Achieve business plan for Mumbai Region • Process flow & implementation to improve effectiveness of the team • Ensuring market development o Formulating & implementing promotional plan for defined area of operation o Networking & building relations with key accounts o Expanding Channels Show less

  • Licenses & Certifications

    • AMFI Certified

    • IRDA Certified

    • O Level from Uptec Consultancy Board

    • Successful Negotiation: Essential Strategies and Skills

      University of Michigan
      Aug 2018
      View certificate certificate