Inderpal Singh Soni

Experience

• 

  Kotak Securities

  Jun 2008 - Nov 2008

  Trainee Relationship Manager

  • Marketing of company’s products like e-broking/trading account, portfolio management services (PMS) and mutual funds.

• 

  Kotak Mahindra Bank

  Dec 2008 - Jan 2009

  Assistant Manager

  Responsibilities • Marketing of company’s products like e-broking/trading account, portfolio management services (PMS) and mutual funds• Analyzing marketing trends and tracking competitors’ activities and providing valuable inputs for product enhancement and fine-tuning sales & marketing strategies• Managing customer-centric operations & ensuring customer satisfaction by achieving delivery & service quality norms• Identifying and networking with prospective clients; generating business from existing accounts, giving presentations to the corporate clients & achieving profitability by increasing sales growth Show less

• 

  HSBC

  Mar 2009 - Jun 2013

  Responsibilities • Devise and execute business development strategies to attract and acquire new clients• To achieve budgeted targets in terms of number of clients/volume of business• Recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship with the client• To conduct and assist in organizing seminars, workshops and other business development activities• Conduct in-depth reviews of clients' financial circumstances and future goals and assist clients in making informed decisions • Communicate complex information to clients to make them aware of their options and help them assess the relative merits of different plans Show less

  • Associate Vice President - PREMIER

    Apr 2012 - Jun 2013

  • Senior Advance Relationship Manager

    Nov 2010 - Apr 2012

  • Financial Planning Manager

    Mar 2009 - Nov 2010
• 

  Mahindra Two Wheelers Ltd

  Jul 2013 - May 2018

  • State Head

    Feb 2016 - May 2018

  • Cluster Business Manager

    Jul 2013 - Jan 2016
• 

  Mahindra Truck and Bus

  Jun 2018 - now

  • Area Business Manager

    Jan 2023 - now

  • Area Business Manager

    Mar 2019 - Dec 2022

  • Sales Manager

    Jun 2018 - Feb 2019