Avinash Sarda

About Avinash Sarda

Work Experience of 9+ years in the financial services industry with employers like Allegro Capital Advisors Pvt Ltd and Met life India Insurance Co Pvt Ltd.Sound learning platform with both the companies has helped me in making a strong foothold for myself in this dynamic industry where only change is the way of life. My focus area has been Team Management, Business Development, CRM, Portfolio Management and Client Retention Management. With the changing dynamics, it is important to keep ourselves updated with the changing requirement of the clients and have the best of solutions that can make be the only choice of anyone.

Experience

1. Group Head - Private Banking

   Allegro Capital Advisors

   Jun 2006 — Present

   With almost 8 years into team management with 2 companies gives you a very unique advantage of being a specialist in a area where most find it difficult. After my promotion as a team leader with Allegro, the major task was to hire a good team with the right skill sets and with the right attitude towards Private Banking. Along with handling my Key Clients, i was hand holding the team with the right inputs, client management skills, and the right approach that is required to sustain in long term. I have been fairly successful in creating good relationship managers out of the people i have recruited and would keep doing so as we move along.

Education

• Sri Balaji University,Pune

  Master of Business Administration - MBA, Marketing & Finance

  2002 — 2004

Skills

• Private Banking
• Investments
• Financial Services
• Crm
• Management
• Asset Allocation
• Banking
• Mutual Funds
• Relationship Management
• Team Management
• Financial Advisory
• Asset Management
• Equities
• Business Development
• Wealth Management
• Strategic Financial Planning
• Financial Analysis
• Investment Advisory
• Sales
• Portfolio Management
• Insurance
• Leadership
• Asset Managment