Amit Sarkaniya

Experience

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  ICICI Prudential Life Insurance Company Limited

  Jul 2010 - Jun 2014

  Senior Business Sales Manager

  * Managed a total team of 6 members, which included 4 Associate Financial Services Manager (AFSM) and 2 Senior Financial Services Manager (SFSM).* Responsible of achievement of the month on month targets of the team and achieving the yearly budget.* Supporting the team member on joint meetings and thereby generating revenue jointly with the team* Train the team on the Life Insurance Products and guide them to qualify for various contests run by the management.* Adhering to the Processes and responsible for team MIS Management. Show less

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  Kotak Life

  Jun 2014 - Apr 2015

  Senior Manager- Sales Support

  Managed a team of Sales Support Managers. * Managing end to end Tech M campaign- Driving Logins, Contest and daily and weekly MIS.* Working on other processes like 80C, KDM, RO/AM, Tech M.* Was involved in streamlining KMBL code generation process.* Driving business by coordinating with BM’s, LH’s etc on a regular basis.* Helping Sales team across location (7 Cities) for their queries and approvals on a regular basis.

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  HDFC Bank

  May 2015 - Aug 2018

  Manager- Preferred/Imperia

  Worked as Manager- Preferred Banking* Managing a portfolio of 200 customer groups (Individual and Corporate).* Responsible for every service request of the customers in the portfolio.* Achievement of monthly targets by adding NTB customers to the portfolio and cross selling TPP products.* Involved in the process of comprehensive financial Planning of the customer and advising various banking products as per their need.* Preparation of Call Reports and MIS on daily basis.

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  Reliance Securities (Reliance Money) Limited

  Aug 2018 - Jul 2019

  Elite Wealth Manager

  * Managing a Portfolio of HNI and Ultra HNI clients and provide end to end Financial Management Services.* Helping clients in their need based Financial Planning and periodic review of their portfolios.* Acquiring new clients on regular basis as per the monthly budget assigned.* Achieving month on month assigned revenue targets by advising in house investment products as well as cross selling Third Party products as per the needs and goals of the clients.

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  Karvy Private Wealth

  Jul 2019 - Oct 2020

  Associate Vice President

  * Managing a team of Wealth Managers and was responsible for assigned budgeted targets of the team.* Responsible for HNI Customer acquisition and managing client portfolio along with timely review of portfolio. * Advising clients in all asset class like Equity, Debt, Alternate asset and Real Estate.* Responsible for generating revenue through cross selling of products and achieving Target.* Being one point of contact with the client for complete financial solution.

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  IIFL (India Infoline Group)

  Oct 2020 - Sept 2023

  Assistant Vice President- Private Client Group

  Leading a large size team of Wealth Managers in Mumbai Region. Responsible for overall development of KRA of assigned team. Responsible for helping High Networth Individual clients in their comprehensive financial planning.Manage their overall portfolio by giving an unbiased advice and suggest various investment opportunities available by doing complete due diligence and risk profiling. Responsible for mobilising Team AUM and achieve QoQ revenue targets.

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  Tata Capital

  Oct 2023 - now

  Cluster Head- Wealth Management

  Leading a team of profitable Wealth Managers