Akshay Soni

Business Development Executive

Gurugram, Haryana, India4 yrs 11 mos experience

Key Highlights

Over 5 years of experience in banking and financial services.
Proven track record in managing high-net-worth clients.
Strong leadership skills with a focus on team success.

Stackforce AI infers this person is a Banking and Financial Services professional with expertise in client management and business development.

Contact

Skills

Core Skills

Relationship BuildingBusiness DevelopmentCustomer Relationship ManagementBusiness AnalysisProject ManagementCustomer Service

Other Skills

Activity DiagramsAdaptabilityAgile & Waterfall MethodologiesAgile MethodologiesAgile Project ManagementAnalysisAnalytical SkillsBRDBranch BankingBusiness AcumenBusiness AnalyticsBusiness Process ImprovementBusiness RequirementsBusiness UnderstandingBusiness analyst

About

Results-oriented professional with 5+ years of experience in banking, insurance, and financial services. Proven expertise in leading bank executives, building client relationships, and driving revenue growth. Skilled in navigating CASA, insurance and TD, optimising processes, and enhancing customer satisfaction. Strong leadership and team management abilities with a track record of contributing to overall business success.

Experience

4 yrs 11 mos

Total Experience

1 yr 2 mos

Average Tenure

1 yr 5 mos

Current Experience

Indbank global support services limited

Area Manager

Jan 2025 – Present · 1 yr 5 mos · Gurugram, Haryana, India · On-site

Led a team of 6 across branches, managing HNI portfolios and driving fund and investment
growth.
Handled 500+ HNI clients in NCR, offering end-to-end banking and investment services.
Acquired 150+ high-value clients, adding ₹8 Cr to AUM through strong team coordination.
Created investment proposals across CASA, Life Insurance, and Term Deposits.

Client Relationship ManagementInvestment GrowthTeam CoordinationProposal CreationRelationship BuildingBusiness Development

Sbi life insurance co. ltd.

Deputy Manager

Feb 2024 – Jan 2025 · 11 mos · Gurugram, Haryana, India · On-site

Managed life insurance business across 5 SBI Wealth branches, providing customized investment
solutions to HNI clients.
Trained branch staff to enhance insurance advisory skills and drove cross-selling initiatives with
Relationship Managers.
Generated new business through referrals and product bundling.

Life Insurance ManagementInvestment SolutionsCross-SellingStaff TrainingBusiness DevelopmentCustomer Relationship Management

Expand my business

Business Analyst

Jan 2023 – Feb 2024 · 1 yr 1 mo · Gurugram, Haryana, India · On-site

At Expand My Business, i was seeing Fintech domain, where I collaborate with various stakeholders, including system designers, developer, QA teams or vendors , to deliver effective solutions that drive business success for our clients.

Stakeholder CollaborationSolution DeliveryFintech Domain KnowledgeBusiness AnalysisProject Management

Icici prudential life insurance company limited

Relationship Manager

Jul 2021 – Jan 2023 · 1 yr 6 mos · Jhansi, Uttar Pradesh, India · On-site

Monitoring the project on an ongoing basis, evaluating progress and quality, managing insurance process issues and resolution.
Managed the team data in excel, DMS, CRM for all deal stages.

Project MonitoringData ManagementInsurance Process ManagementProject ManagementCustomer Service