Ashutosh Shandilya
Managing Director, Citi Wealth Management
- Role
- National Sales Director Citi Personal Wealth Management at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Ashutosh Shandilya
Seasoned leader in Financial Services Industry with 15+ years of experience in building and executing Global and Local Business Strategies. Strong background in Wealth Management, Investments Products, Key Accounts Relationship Management, Sales Management, Network Optimization, Product Value Propositions, Sales Performance Management, Market Sizing, People Management
Experience
National Sales Director Citi Personal Wealth Management
Aug 2019 — Present · NY, US
Responsible for performance of 800+ Financial Advisors and Wealth Relationship Managers with $2bn+ in Revenue and $180bn in Total Assets across US Personal Wealth Management in-market, Centralized and International Personal Bank Businesses.Also responsible for key accounts working with Asset Managers broadening our Investment Offerings to better suit client needs.This includes Sales Performance Management, coverage models, scorecard/ compensation planning, setting loads, partnerships across other businesses, communication strategy and career development.
Education
Questrom School of Business, Boston University
Master of Business Administration - MBA
Skills
- Banking
- Risk Management
- Financial Analysis
- Leadership
- Sdlc
- Market Analysis
- Portfolio Management
- Credit
- Management
- Sales
- Analytics
- Finance
- Strategy
- Credit Analysis
- Financial Services
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