Summary
Overview
Work History
Education
Skills
Awards
Work Rights
Certification
Timeline
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Rajesh Sahni

Farley,NSW

Summary

Experienced financial services professional with a proven track record in managing HNI customers investments, wealth products, and acquiring clients. Skilled in leading teams, managing client relationships, and driving business growth through strategic product development and market analysis. Seeking a challenging role within a leading financial institution in Australia to leverage skills and experience.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Warehouse Worker

Toll People
11.2024 - Current
  • Handling warehouse operations, inventory management, and logistics coordination.
  • Ensuring timely processing of goods and maintaining accurate records.
  • Collaborating with team members for efficient workflow and warehouse safety compliance.

Acquisition Head - NR Sales

IndusInd Bank Limited
03.2022 - 05.2024
  • Company Overview: Jalandhar, Punjab, India
  • Led a team of 15 NR-ARM across Punjab.
  • Managed NRI investments, wealth products, and new product launches.
  • Developed customer acquisition strategies to drive portfolio growth.
  • Conducted competitor analysis and ensured compliance with RBI and FEMA regulations.
  • Jalandhar, Punjab, India

Product and Portfolio Manager - NR (Non-Resident) Segment

SBM
05.2024 - 09.2024
  • Company Overview: India
  • Managed HNI deposits, overseeing growth and tracking high-net-worth individual (HNI) portfolios.
  • Successfully grew the balance sheet and revenue through strategic financial planning.
  • Analysed key performance indicators and market trends to drive product strategy.
  • Led product development efforts, enhancing offerings to reduce customer attrition.
  • Designed and executed targeted marketing campaigns for deposit growth.
  • India

Senior Manager - NR Sales

RBL Bank
12.2020 - 03.2022
  • Company Overview: Punjab, Chandigarh, Himachal, India
  • Managed a team of 10 NRI investment advisors.
  • Drove revenue generation through Term Deposits, FCNR accounts, and remittance services.
  • Ensured regulatory compliance and coached team members on investment growth strategies.
  • Punjab, Chandigarh, Himachal, India

Manager - Affluent Banking Retail Wealth

Yes Bank
09.2019 - 11.2020
  • Company Overview: Jalandhar, Punjab, India
  • Maximized sales performance across liability, wealth management, and investment products.
  • Advised clients on financial planning based on risk profile and income.
  • Conducted market analysis to forecast fund performance and optimize investment decisions.
  • Jalandhar, Punjab, India

Branch Sales Manager - NRI Services

ICICI Bank
12.2016 - 09.2019
  • Company Overview: Jalandhar, Punjab, India
  • Led a team of 11 NRI sales officers across two regions.
  • Provided financial solutions and investment strategies to NRI customers.
  • Developed sales strategies to meet business targets.
  • Jalandhar, Punjab, India

Deputy Manager

HDFC Bank
07.2015 - 12.2016
  • Company Overview: Phagwara, Punjab, India
  • Acquired new customers and deepened existing relationships through investment planning.
  • Managed customer portfolios and recommended investment products.
  • Phagwara, Punjab, India

Postal Assistant

Post Office
11.2010 - 07.2014
  • Company Overview: West Byfleet, UK
  • Managed postal transactions, customer inquiries, and financial services such as savings accounts and insurance & foreign exchange.
  • Handled sorting, dispatching, and delivery coordination for efficient postal operations.
  • Processed money orders, registered posts, and other postal banking services.
  • Assisted customers with documentation and ensured adherence to postal regulations.
  • West Byfleet, UK

Education

Senior Secondary Education - undefined

CBSE Board

Master of Business Administration (MBA) - undefined

Anglia Ruskin University
01.2012

Bachelor of Commerce (B.Com) - undefined

Guru Nanak Dev University
01.2009

Skills

  • Investment and Wealth Products
  • Client Acquisition and Retention
  • Sales strategy
  • Team Leadership and Performance Management
  • Cross-Selling and Portfolio Management
  • Market Analysis and Product Development
  • Strategic Planning and Execution
  • Advanced Excel and Financial Modelling

Awards

  • Best Newly Joined Personal Banker Sales - HDFC Bank
  • Mussoorie Mountain Fiesta - ICICI Bank
  • CASA Dhamaal Champion - YES Bank
  • Investment Champion - YES Bank
  • Fixed Deposit Ka Badshah (Champion) - YES Bank

Work Rights

Subclass 491 Visa holder, 08/31/29

Certification

Banking Compliance

Personal Data protection

Banking Regulation

Timeline

Warehouse Worker

Toll People
11.2024 - Current

Product and Portfolio Manager - NR (Non-Resident) Segment

SBM
05.2024 - 09.2024

Acquisition Head - NR Sales

IndusInd Bank Limited
03.2022 - 05.2024

Senior Manager - NR Sales

RBL Bank
12.2020 - 03.2022

Manager - Affluent Banking Retail Wealth

Yes Bank
09.2019 - 11.2020

Branch Sales Manager - NRI Services

ICICI Bank
12.2016 - 09.2019

Deputy Manager

HDFC Bank
07.2015 - 12.2016

Postal Assistant

Post Office
11.2010 - 07.2014

Senior Secondary Education - undefined

CBSE Board

Master of Business Administration (MBA) - undefined

Anglia Ruskin University

Bachelor of Commerce (B.Com) - undefined

Guru Nanak Dev University

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Rajesh Sahni