Ankit Khandelwal

Head- Investor Relations at Lead Angels
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Location
Mumbai, Maharashtra, India, IN

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Deepa Kaur Padda

I got to meet him via reference from a friend -when I was looking out for a trainer to join in the team in 2018.Ankit has the attribute of a trainer-he is is confident, adaptive,quick learner and a good listener. He is hardworking and ensures that he gives his best in every project he undertakes. I would definitely recommend him for his facilitation and training capabilities. I wish him all the best for his future endeavours.

Manisha Choudhary

I know Ankit for almost 8 years now a person who has immense knowledge of BFSI . Has an experties in Wealth Management . He can convience people with huge amount of knowledge and patience . He builds relationship . Very friendly and a charismatic person .He has done fabulous training and facilitation in one banking sectors .

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Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Head- Investor Relations
      • Nov 2022 - Present
    • Egypt
    • Human Resources
    • 1 - 100 Employee
    • Freelance professional
      • Jan 2019 - Sep 2022

      Curating and delivering trainings on various behavioural & technical topics and story boarding for e- learning modules primarily in the BFSI space. Technical analysis of stocks and indices. Selling concepts & ensuring that the stakeholders move from customer satisfaction to customer delight. Curating and delivering trainings on various behavioural & technical topics and story boarding for e- learning modules primarily in the BFSI space. Technical analysis of stocks and indices. Selling concepts & ensuring that the stakeholders move from customer satisfaction to customer delight.

    • India
    • Financial Services
    • 1 - 100 Employee
    • Private Banker
      • Apr 2017 - Dec 2018

      Generating revenue for the company by leveraging client relationships, and advising clients on liabilities, assets, & investments Generating revenue for the company by leveraging client relationships, and advising clients on liabilities, assets, & investments

    • Singapore
    • Financial Services
    • 100 - 200 Employee
    • Relationship Manager
      • Aug 2013 - Mar 2017

      Managing the priority clientele of the bank, and generating revenue therefrom by up- selling/ cross- selling from a bouquet of banking products. Achieving annual revenue targets and deepening the CASA book. Managing the priority clientele of the bank, and generating revenue therefrom by up- selling/ cross- selling from a bouquet of banking products. Achieving annual revenue targets and deepening the CASA book.

    • India
    • Banking
    • 700 & Above Employee
    • Wealth Manager
      • Jan 2012 - Jul 2013

      Managing a portfolio of HNI clients and generating revenue for the bank through sales of wealth products- mutual funds, insurance, forex, structures, etc. Achieving annual revenue targets and building the CASA book of the bank. Managing a portfolio of HNI clients and generating revenue for the bank through sales of wealth products- mutual funds, insurance, forex, structures, etc. Achieving annual revenue targets and building the CASA book of the bank.

    • India
    • Banking
    • 700 & Above Employee
    • Insurance Consultant
      • Jun 2010 - Dec 2011

      Up selling and Cross selling of insurance to the clientele of the bank. Assisting relationship managers to generate revenue through sales of insurance. Accountable for RM activation of the branch. Up selling and Cross selling of insurance to the clientele of the bank. Assisting relationship managers to generate revenue through sales of insurance. Accountable for RM activation of the branch.

Education

  • St. Xavier's College (Autonomous), Kolkata
    Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
  • The Bhowanipur Education Society College
    Higher Secondary, Business/Commerce, General

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