Ankit Patel

About

Results-driven financial services professional with 6+ years of experience in HNI & NRI client acquisition, wealth management, and investment solutions. Experienced in cross-selling financial products, building long-term client relationships, and driving revenue growth.

Experience

• Assistant Manager
  Bajaj Capital
  Aug 2026 – Present
• Senior Associate Consultant
  Policybazaar.com
  Jun 2023 – Aug 2026

  Manage and advise HNI and NRI clients on investment and wealth management solutions. Cross-sell Mutual Funds, ULIPs and multiple financial products. Build and maintain long-term relationships with high-value clients. Consistently achieve and exceed monthly sales and revenue targets. Key achievement: Generated approximately ₹80 Lakh revenue in October 2025 by acquiring and managing HNI & NRI clients through investment and wealth management solutions.

• Managing Partner
  Renewbuy
  Jan 2022 – Jan 2023

  Led lead generation initiatives and built a strong pipeline of prospective clients. Advised clients on financial products and ensured customer satisfaction. Developed strategies to enhance sales performance and client retention. Collaborated with internal teams to achieve business objectives.

• Sales Associate
  Teleperformance Global Services
  Apr 2019 – Jun 2021

  Handled inbound and outbound sales calls to generate leads. Identified customer needs and offered suitable solutions. Maintained accurate records of client interactions in CRM. Consistently met individual and team sales targets.

Education

• 2019 SU
  Bachelor of Business Administration (BBA)

  Skyline University College, Ghaziabad

  2019

Skills

Tools / apps / platforms

Languages

🏆 Achievements & awards

• Generated approximately ₹80 Lakh revenue · 2025

  Achieved in October 2025 by acquiring and managing HNI & NRI clients through investment and wealth management solutions.