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Akshay Soni

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

Key Skills

Communication skills
MS Excel
Presentation skills
Interpersonal Skills
Analytical Skills
Managing Sales Productivity

Professional Experience

Oct 2020
Present
Assistant Manager
Kotak Securities Anand, IN
 
  • Will be responsible for primarily selling Equity based investment products
  • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
  • Provide regular updates to the immediate superior as and when required
 
Jul 2019
Dec 2019
Assistant Manager
Axis Bank Ltd Vadodara, IN
 
  • 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
 
May 2018
Apr 2019
Executive Trainee
Bajaj Allianz General Insurance Surat, IN
 
  • 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

Aug 2016
Apr 2018
MBA in Finance
Sardar Patel University
Jun 2012
May 2015
B.com in Accounting
Gujarat University
Jun 2011
May 2012
CPT in Accounts
ICAI

Hobbies & Interests

  • Outdoor Sports
  • Photography
  • Reading
  • Travelling

Languages

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

Get in touch with Akshay