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Kshitij Saxena

Financial Advisor

Bengaluru

5+ years of work experience

Axis Bank
Sep 20251 yr 2 mosPresent

Bengaluru, Karnataka, India

ICICI Prudential Life Insurance Company Limited
Jul 20214 yrs 3 mosSep 2025

Bengaluru, Karnataka, India

·     Devise and implement sales strategies and promotional plans for assigned Banca channel and territory. ·     Managing investment clients and facilitating their requirements. ·     Managing ultra-HNI customers and facilitating their remittances under NR repatriation. ·     Collaborated with cross functional teams i.e. Operations team, Underwriter, Channel Partner for seamless client experience. ·     Lead, monitor and motivate a team of Front-line Sales Agents/Financial Service Consultants. ·     Enhancing investment revenue by penetrating existing investors and inactive existing clients. ·     Prepared monthly progress reports detailing achievements against set targets and strategic plans for day-to-day operations.
HDFC Bank Limited
Apr 20193 mosJun 2019

Greater Delhi Area

To leverage my expertise in operations and financial management to contribute to the growth and efficiency of a dynamic banking/financial organization, while continuously developing my professional skills and delivering exceptional service to clients.

Kshitij’s AI Stack

claude
claude

Education

Ramaiah Institute Of Management (MSRIM)

PGDM, Marketing and Human Resource

Ramaiah Institute Of Management (MSRIM)

20212021
KHANDELWAL COLLEGE OF MANAGEMENT SCIENCE AND TECHNOLOGY, BAREILLY

Bachelor of Business Administration

KHANDELWAL COLLEGE OF MANAGEMENT SCIENCE AND TECHNOLOGY, BAREILLY

20172017

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Headline

Financial Advisor

About

Effective and soft-spoken banking professional with enriching experience in operations, team leadership and financial management. I oversee branch management, revenue generation, and the cultivation of robust relationships with corporate clients and channel partners. My expertise lies in compliance & regulation, data analysis & reporting, sales strategies and execution. To pursue a challenging career with constant learning and contribution to an organization that provides a conducive work environment and allows me to grow professionally. Being ambitious and hardworking, I am looking forward to excelling with excellence in workflow processes and procedures of advanced banking fundamentals and business development.

Location

Bengaluru

AI stack

claude

Work experience

Manager at Axis Bank, Sep 2025 - Present · 1 yr 2 mos, Bengaluru, Karnataka, India

Deputy Sales Manager at ICICI Prudential Life Insurance Company Limited, Jul 2021 - Sep 2025 · 4 yrs 3 mos, Bengaluru, Karnataka, India, · Devise and implement sales strategies and promotional plans for assigned Banca channel and territory. · Managing investment clients and facilitating their requirements. · Managing ultra-HNI customers and facilitating their remittances under NR repatriation. · Collaborated with cross functional teams i.e. Operations team, Underwriter, Channel Partner for seamless client experience. · Lead, monitor and motivate a team of Front-line Sales Agents/Financial Service Consultants. · Enhancing investment revenue by penetrating existing investors and inactive existing clients. · Prepared monthly progress reports detailing achievements against set targets and strategic plans for day-to-day operations.

Digital Marketing Intern at HDFC Bank Limited, Apr 2019 - Jun 2019 · 3 mos, Greater Delhi Area, To leverage my expertise in operations and financial management to contribute to the growth and efficiency of a dynamic banking/financial organization, while continuously developing my professional skills and delivering exceptional service to clients.

Education

PGDM, Marketing and Human Resource, Ramaiah Institute Of Management (MSRIM)

Bachelor of Business Administration, KHANDELWAL COLLEGE OF MANAGEMENT SCIENCE AND TECHNOLOGY, BAREILLY

Kshitij Saxena - Manager in Bengaluru | Tal