Sunil Vishvakarma
Relationship Manager – Insurance & Wealth Advisory | Client Acquisition | NISM Certified
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About
Results-oriented Relationship Manager with 4+ years of experience in BFSI, client relationship management, insurance advisory, wealth management, and financial product distribution. Skilled in client acquisition, portfolio servicing, SIP growth, and cross-selling investment and protection products. Experienced in handling retail and HNI clients with a strong focus on customer retention, financial planning, and long-term relationship building.
Experience
Relationship Manager at SBI Securities Ltd. (2025-06 – Present)
Managing a portfolio of 800+ retail and HNI clients with focus on long-term financial planning and wealth creation.
- Increased SIP book size by 28% through effective client engagement and cross-selling initiatives.
- Assisted clients in selecting suitable insurance and protection products based on financial goals and risk profile.
- Conducted investor awareness webinars and market outlook sessions to improve client engagement.
- Coordinated with compliance and backend teams for seamless onboarding and servicing.
- Maintained high client satisfaction through timely support and relationship management.
Relationship Manager at Religare Broking Ltd. (2022-10 – 2025-05)
- Onboarded 200+ new clients and achieved 110% of acquisition targets.
- Promoted financial products including SIPs, mutual funds, and insurance solutions.
- Strengthened client retention through proactive servicing and query resolution.
- Conducted client education sessions on investment planning and financial products.
- Built long-term relationships with retail and affluent customers.
Relationship Manager at HDFC Securities Pvt. Ltd. (2021-08 – 2022-09)
Managed a portfolio of 600+ HNI and retail clients.
- Guided clients on diversified financial planning and long-term wealth protection strategies.
- Supported digital onboarding and client servicing activities.
- Developed strong customer trust leading to significant referral-based business growth.
- Assisted clients with investment and protection-oriented financial solutions.
Equity Dealer at Nirmal Bang Securities Pvt. Ltd. (2019-07 – 2019-12)
- Executed and monitored equity and derivative trades across NSE/BSE platforms.
- Coordinated with internal teams to ensure compliance and smooth execution.
- Maintained trade records and client servicing documentation.
- Supported team members and trained junior staff on trading operations.
Education
B.Tech in Computer Science Engineering – Career Point University (2012 – 2016)
Senior Secondary – Central Public School, Kota (2011)
High School – Central Public School, Kota (2009)
