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VIKAS SAHANI

@vikassahani

Virtual Relationship Manager at Aditya Birla Capital managing a ₹200 Cr AUM portfolio and growing a 3,500-customer SIP book.

India

Message

At Aditya Birla Capital, I manage a ₹200 Cr AUM portfolio and a 3,500-customer SIP book. I’ve grown monthly SIP mobilization from ₹50K to ₹1L+ and review portfolios against investors’ goals and time horizons.

In volatile markets, I use AMFI/SEBI-aligned communication to help investors make informed decisions and ease redemption anxiety. Earlier, I worked across lending, deposits, cards, and insurance at IndusInd Bank, HDFC Bank, and ICICI Bank; at IndusInd, I achieved 150% of my peak monthly loan target and received the ACE Award for FY 2022-23.

Experience

Work history, roles, and key accomplishments

Current

Virtual Relationship Manager

Current

Aditya Birla Capital

Nov 2024 - Present (1 year 11 months)

Manages a ₹200 Cr AUM portfolio and a 3,500-customer SIP book, scaling monthly SIP mobilization from ₹50K to ₹1L+. Conducts goal-based portfolio reviews and AMFI/SEBI-aligned communication to support investor decisions and reduce redemption anxiety.

Wealth Management Investment Advisory Portfolio Management Mutual Funds SIP Growth Customer Retention AMFI SEBI Goal Planning Client Communication

Personal Banker

HDFC Bank

Jan 2024 - Jul 2024 (6 months)

Managed a ₹50-60 Cr Classic segment portfolio, handling liabilities such as fixed deposits and savings accounts, and assets including personal loans. Cross-sold credit cards and other banking products.

Retail Banking Liability Management Asset Management Fixed Deposits Savings Accounts Personal Loans Cross Selling Credit Cards

Sales Officer

IndusInd Bank

Sep 2021 - Nov 2023 (2 years 2 months)

Achieved 100-150% of monthly personal loan targets and 150-200% of CPP product targets through disciplined cross-selling. Managed inbound leads and outbound calls with a high closure ratio.

Sales Personal Loans Cross Selling Lead Management Outbound Calling Customer Acquisition