Sandeep Pratap Katoch

Experience

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  Aviva

  Sept 2006 - Jan 2010

  Assistant Sales Manager

  • Co-ordinating risk management, Insurance Planning, Pension Planning and Revenue Generation through Banc assurance through channel Partner (ABN – AMRO BANK).• Work to achieve targeted premium with appropriate channel penetration as per potential.• New acquisition and avenues within geographies and within existing channel and sales automation.• Cross sell and up sell retail line of products.• To over achieve the bench marked figure for renewals.• Planning and presentation in terms of targeted premium, and also act as a support function for shared services in terms of MIS, feedback and business intelligence.• Customer service for the escalated cases of claims and policy servicing.• Training and provisioning of sales tools, marketing materials, R&R and contests for channels. Show less

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  Aditya Birla Money MyUniverse

  Feb 2010 - Jan 2012

  Wealth Relationship Manager

  • Conduct comprehensive review of client portfolios, including meeting with clients, lawyers and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions.• Exceptional understanding of wide range of investment vehicles, including equities, structured products, foreign exchanges, and derivatives.• Prepare and conduct presentations to clientele and key stakeholders, arranging hand-off to peers if required based on client’s needs.• Successfully explain and promote complex financial products to customers. Show less

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  IndusInd Bank

  Jan 2014 - Aug 2015

  Relationship Manager (Elite)

  • Wealth Management of UHNIs covering Equities, Fixed Income, Alternative asset( Structure Products, Gold, Currency, Real Estate) and Insurance Planning.• Conduct comprehensive review of client portfolios, including meeting with clients, to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation.• Possess knowledge of all wealth product (Mutual funds, PMS, Insurance, broking and equity analyses• Dealing with clients with specific business requirements like (LAP, LAS, CC, OD, PCFC, Pre-shipment financing and Post shipment financing, PCFC,FCTL, BG, Term Loan, LC, Trade Forex, Forward cover and Dollar hedging options. Show less

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  Standard Chartered Bank

  Aug 2015 - Dec 2016

  Priority Relationship Manager

  • Manage relationships with HNWI customers (including NRI customers) of the Bank with focus on providing wealth management solutions to these customers.• To understand a suite of wealth management products, identify the needs of HNWI customers and appropriately and compliantly sell I & I products to the existing Priority customer base.• Manage and deepen existing relationships, acquire new to bank relationships and achieve volume growth and income targets.• To mine the existing high end mass market customer base to identify relationships that may be upgraded to the Priority segment leading to enhanced share of wallet.• Provide feedback to the Product&Advisory team in structuring and successful delivery of onshore and offshore products to the customers.• Successful in bringing in new customers with big ticket investments and converting dormant customers into active and revenue generating ones by providing need based solutions and service. Show less

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  Anand Rathi Wealth Limited

  Mar 2017 - now

  • Senior Vice President

    Oct 2024 - now

  • Vice President

    Mar 2017 - now