Message

Akshay Soni

Accomplished and ambitious Assistant Manager with 1.7 years' experience in Finance product selling and managing client relationships.

Key Skills

Basic Finance
Managing Sales
Managerial Accounting
MS-Office
Communication Skills
Action Oriented

Professional Experience

Sep 2020
Present
Assistant Manger
Kotak Securities Anand, IN
Kotak Securities is one of the oldest and largest stock broking firms in the Industry
  •  Will be responsible for primarily selling Equity based investment products 
  • Established sales goals by forecasting annual sales quotas and projecting expected sales volume for existing and new products
  • Provide regular updates to the immediate superior as and when required 
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options
Jun 2019
Dec 2019
Assistant Manager
Axis Bank Ltd Vadodara, IN
Axis Bank is the third largest private sector bank in India
  •  Identify sales opportunities
  • Prepare and analyze profit and loss statement for branch 
  • Direct operational activities on a day-to-day basis
  • Generate leads for new business and customers

Apr 2018
Apr 2019
Executive Trainee
Bajaj Allianz General Insurance Co. LTD Surat, IN
Bajaj Allianz General Insurance, today, is one of the largest private insurer in the industry
  • Overall responsibility of driving business in  mapped bank branches through Branch Banking Vertical
  • Cross sell G.I. products to existing /new customers of Bank
  • Escalation and grievances handling of Customers and Bank employees
  • Train Bank Sales Team for pushing BAGIC products
 

Education

Jul 2016
Apr 2018
Master in Business Management in G H Patel Post Graduate Institute
Sardar Patel University
Oct 2012
Dec 2015
Bachelor of Commerce in Gujarat University
Gujarat University

Hobbies & Interests

  • Movies
  • Outdoor Sports
  • Pool
  • Reading
  • Travelling

Languages

English
(Fluent)
Hindi
(Native)
Gujarati
(Native)

Get in touch with Akshay