Sukhdeep Aasht

Experience

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  HDFC Bank Ltd and Standard Chartered Bank

  Nov 1996 - Jun 2015

  Vice President- BFSI | Asst. Vice President Branch Banking

  o Experience across varied roles in HDFC Bank Ltd, Standard Chartered Bank, ING- Branch banking, Financial Advisory, Wealth Management, Cross-selling the Mutual Funds, Insurance Products. Alternate investments. Assessing Risk. Grew ‘With and With-in’ bank and across various roles. Won numerous awards and accolades. Client reach-out for Financial Advisory, Consulting, Banking, Mortgages, Branch earned High revenue from Financial Advisory cross-sell, Mutual Funds, Insurance. KRAs included Efficient Customer Service, Business Development, Bank Audit, operations, Team Handling and Trainings. Successfully managed Retail Banking operations, Business Development and Customer Service. o As a Member of elite ‘Accelerated Leadership Program’ worked on numerous projects focusing on Product refinements, with feedbacks and coordination at the product team level.o Member ‘Strategic Leadership Team’, worked on many projects (Including Liability and Investment products) at regional level.o Successfully handled the bouquet of all Liability, Assets, and Wealth and Cross-sell products leading to business growth.Including Priority portfolio.o Completed a Sustainable Financial Inclusion Model using Blue Ocean Strategy.o Successfully Managed 'Regional Preferred Portfolio' leading to Improvement of the products holding ratios and overall profitability.o Good Knowledge of Handling Banking products (Liability, NR, assets and Wealth).o Experience with leading banking brands HDFC Bank, Standard Chartered BankING. o Products mgt, launching micro-marketing initiatives, promotional campaigns (designing and strategies). and as SVP-Banking Research, Analysis and Value Innovation. Show less

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  CFIL - Centre for Financial Informatics and Literacy

  Jul 2012 - Dec 2024

  Complimentary Financial Literacy Workshops - CSR Initiative

  CFIL is a Social Responsibility and Social Responsibility initiative by Sukhdeep to spread Financial Literacy, which is very low all across. Conducted over 1500 complimentary Financial Literacy Workshops and Investor Awareness Programs since 2012 in India, Canada, Middle East and South east. IAPs approved by SEBI / AMFI, Awareness of Mutual Funds, Need for Insurance, Human Life Value in Insurance, Financial Biases, Blue Ocean Strategy, Financial Ratios, CRM tools, MF Utilities, Time Value of Money, MF CEP, Online Mutual Funds.Received ‘ATAL Achievement Award – Financial Literacy’ supported by Ministry of Steel and Ministry of Rural Development, Government of India, on 21st Dec 2022 in Vigyan Bhawan, New Delhi. On June 27, 2022 World MSME Day, CEO CFIL received 'Promising Leader in Financial Literacy' AWARD by WASME & Ministry of MSME, GoI. NASSCOM. Business Leadership Award 2022. India Achievers Award- CSR, 2022 for Financial Literacy and Glaucoma Awareness. Featured in Hundred Influential Indians 2022. Regional Finalist of Tata Crucible Corporate Quiz.SEBI Approved Complimentary Investor awareness sessions/Financial Literacy Workshops (as per SEBI guidelines), Author of Financial Literacy Books, converted in eight languages. Passionate trainer in BFSI sector with quality Financial Literacy Workshops / IAP Sessions (SEBI Approved) delivered in the Fortune 500 companies, Leading Organizations, Armed Forces, Indian Army, Government offices across India, directly impacting more than 1,50,000 participants. Financial Literacy undertaken as CSR. Show less

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  Innovative Financial Management ( IFM )

  Jun 2015 - Oct 2016

  Chief Executive Officer (CEO)

  IFM- amongst the leading Independent Financial Advisor (IFA), www.ifmglobal.in an awarded financial Advisory firm, winner of prestigious CNBC TV18 - ICRA BEST Financial Adviser awards for three times. $600 MM Assets under Advisory covering Mutual Funds, Equity, other investment classes. Risk Matrix. KRA included Financial Planning, Strategy, Business Development, Coordination, SEBI Approved IAP. Catering to High-net-worth in India & abroad. Impeccable record of wealth creation for its clients. Consistent performance and quality of advice and s Financial Advisory, Mutual Funds.With assets under advisory of $600 MM, IFM is catering to High networth individuals as well as Corporate and retail clients across various asset classes. IFM is running with a vision to create a globally trusted, first choice brand in financial services domain and aims at providing the best financial solutions to its clients in India & abroad with state of art technology. Various services provided by IFM include Wealth Management, Investment Banking, Advisory, Merchant Broking & Mutual Fund advisory along with add on services like Estate planning and Taxation. Show less

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  IIRIS Consulting Pvt. Ltd.

  Nov 2016 - Apr 2022

  Dealing with Strategic Offices and Key stake holders across sectors. KRA Includes Consulting projects across BFSI sectors in Strategy, Forensics (Accounting & Non-Accounting), Compliances, Due Diligence, Pre-lending Checks, NPA Management, Investigations, Trainings, Cross Selling. Received IDEATOR AWARD 2021 Annual Day. 2021 Annual Appreciation letter. Handled around Sixty PEs / FIs / Law Firms / BFSI across geographies for Clients Reach Out & Business Development.

  • Chief Revenue Officer and Vice President- BFSI (Banking, Financial, Insurance)

    Nov 2016 - Apr 2022

  • VP BFSI

    Nov 2016 - Dec 2021
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  Scotiabank

  Mar 2023 - Jul 2023

  Financial Advisor Trainee | ISR at Combined (A Chubb Co.) Jul-Aug
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  RBC

  Aug 2023 - now

  Senior Insurance Specialist

  RBC (Royal Bank of Canada), the most valuable brand in Canada and also the largest Financial Institutions in Canada. In 2022, RBC generated earnings of $15.8 billion, ROE of 16.4%. RBC Insurance is part of RBC and is the largest Canadian bank-owned insurance organization and offers a wide range of life, health, home, auto, travel and wealth solutions for individuals, groups and businesses across Canada. And AM Best affirmed the Financial Strength Rating of A (Excellent) of RBC Life Insurance Company. Serve close to five million clients, delivering best-in-class claims management and support through in-house claims team. https://www.rbcinsurance.com/personal.html Show less