Sunil Vishvakarma

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.

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.

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)