Sakshi Damani
@sakshidamani
I grow financial services revenue through client relationships, onboarding, and portfolio support.
IndiaWhat I'm looking for
At WealthPRO Capital, I led client onboarding, portfolio reviews, and ongoing service for 30+ customers, generating ₹15 Lakh+ in business within eight months and retaining 20+ long-term clients.
Previously at Bajaj Allianz Life Insurance, I managed relationships from prospecting through after-sales service, supported NRI and large-portfolio clients, and achieved ₹20 Lakh in business in 11 months. I also exceeded monthly targets in four months and helped 50+ customers with financial planning and product selection.
At ICICI Prudential Life Insurance, I onboarded and supported 1,000+ advisors, trained new hires, and worked with six Mumbai branches to achieve zonal targets. I enjoy building trusted relationships, resolving complex queries, and creating excellent client experiences.
Experience
Work history, roles, and key accomplishments
Co-Founder & CEO
WealthPRO Capital
Dec 2024 - May 2026 (1 year 5 months)
Led client-facing interactions, onboarding, and portfolio reviews for 30+ customers, and built long-term relationships achieving ₹15 Lakh+ in business within 8 months.
Education
Degrees, certifications, and relevant coursework
Mumbai University
Bachelor of Commerce, Commerce
Grade: 73%
Completed Bachelor of Commerce with 73%.
St. Joseph High School
Higher Secondary Certificate, General Studies
Grade: 76%
Completed HSC (Class XII) with 76%.
Dugad Gujrati High School
Secondary School Certificate, General Studies
Grade: 85%
Completed SSC (Class X) with 85%.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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