Gulshan Sachdev

Hello Team,

Greetings of the day!

I am currently residing in Dubai, UAE.

It came to my notice that you are hiring for Relationship Manager/Senior Relationship Manager.

I believe that I am a perfect fit for this role as I have completed my Graduation in Finance - Bachelors in Financial Markets. Along with my educational qualifications, I also have experience working with top banks in India like Kotak Mahindra Bank, IDBI Bank where I used to work as a relationship manager for NRI clientele cross selling them multiple products like Mutual Funds, Insurance, Forex cards, Preferential forex rates, Forex trading. My recent employer was Amazon (5 years) where I worked as a relationship manager for vendors selling on Amazon from all across the glove.

Kindly send me an invitation for interview so that I can showcase my personality and skills in person.

Looking forward to hearing from you at the earliest.

Warms Regards,

Gulshan Sachdev

WORK EXPERIENCE

February 2021—January 2025,Mumbai, India (5 years)

• Elevated to Associate Advisor role from Senior Associate based on high performance in complex vendor-related matters.
• Managed escalated issues from vendors/sellers related to logistics, order fulfillment, and multi-region advertising (Europe and APAC).
• Provided high-level counseling and resolution strategies, demonstrating superior problem-solving and communication skills in a complex corporate environment.

April 2019—October 2020, Mumbai, India (1 year, 6m)

• Developed and led onboarding training for new hires focused on product knowledge and internal tool usage, ensuring rapid integration and compliance.
• Designed and implemented incentive frameworks and floor campaigns, resulting in demonstrable monthly productivity enhancement for the team.
• Executed targeted refresher training programs for tenured agents to close performance gaps and meet required operational targets.

August 2017—April 2019, Mumbai, India (1 year, 8 m)

• Executed trades for clients across Equity, Derivatives, and Commodities, ensuring compliance and generating substantial commission revenues for the firm.
• Instructed IDBI bank branch staff and the capital sales team on product features and sales strategies for financial instruments including mutual funds, insurance, trading accounts, and Portfolio Management Services (PMS).
• Maximized client acquisition and sales conversion through targeted education and strategic collaboration with IDBI bank’s existing customer base.

August 2016—August 2017,Mumbai, India (1 year)

• Managed a fixed portfolio of approximately 1200 unique Non-Resident Indian (NRI) customers, proactively identifying cross-selling and business development opportunities.
• Recognized as the Top Performer in CASA (Current Account/Savings Account) generation three times during the 1 -year service period.
• Demonstrated expertise in Banking, Accounting, and Finance principles essential for managing high-value customer relationships.

Bachelors in Financial Markets