Sanjit Sarkar

👋 I’m Sanjit Sarkar, a seasoned Wealth Management Leader with over 20 𝘆𝗲𝗮𝗿𝘀 𝗼𝗳 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 driving transformational growth in the 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗮𝗻𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆. With a strong track record of success in managing Ultra High Net-Worth (UHNI) portfolios, building elite-performing teams, and driving revenue-focused strategies, I thrive at the intersection of client trust and business growth.🏦 Currently, I serve as the 𝗠𝗮𝗿𝗸𝗲𝘁 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿 𝗮𝘁 𝗙𝘂𝗻𝗱𝘀𝗜𝗻𝗱𝗶𝗮 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗪𝗲𝗮𝗹𝘁𝗵, overseeing strategic wealth operations across Mumbai, Bangalore, Pune, and Gujarat.📈 In just 𝟯 𝗺𝗼𝗻𝘁𝗵𝘀, I’ve successfully onboarded and managed 𝟮𝟬𝟬+ 𝗨𝗛𝗡𝗜 𝗳𝗮𝗺𝗶𝗹𝗶𝗲𝘀, with 𝗔𝘀𝘀𝗲𝘁𝘀 𝗨𝗻𝗱𝗲𝗿 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆 (AUA) exceeding ₹𝟯𝟬𝟬 𝗰𝗿𝗼𝗿𝗲—driven by deep client relationships, personalized financial solutions, and strategic foresight.🔹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗦𝗻𝗮𝗽𝘀𝗵𝗼𝘁🚀 Acquired ₹𝟭𝟬𝟬+ 𝗰𝗿𝗼𝗿𝗲 in fresh AUM within the first quarter of joining👥 Leading and mentoring a 𝘁𝗲𝗮𝗺 𝗼𝗳 𝟭𝟳 senior market heads, principals, and a service manager—resulting in 25% productivity and 30% client retention improvements🏢 Former Group Head at Bank of Baroda, where I consistently exceeded revenue targets by 𝟯𝟬–𝟰𝟬%, managing teams across Mumbai and Bangalore🔹 𝗔𝗿𝗲𝗮𝘀 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲💼 UHNI Wealth Management & Private Banking📊 Investment Advisory – PMS, AIFs, Structured Products, Mutual Funds, Tax Optimization🛡️ Portfolio Optimization & Risk Mitigation📜 Succession & Estate Planning🧠 Sales Leadership, Team Coaching & Performance Management⚖️ Regulatory Compliance, Ethical Governance & Risk Controls🔹 𝗥𝗲𝘀𝘂𝗹𝘁𝘀 𝗧𝗵𝗮𝘁 𝗦𝗽𝗲𝗮𝗸💹 Increased wallet share by 35% through cross-selling of high-value financial products🔁 Improved client referral conversions by 40% through personalized strategies📈 Enhanced customer satisfaction by 28% via segmentation-based engagement🔧 Developed a scalable UHNI acquisition model now implemented across regions🔹 𝗟𝗲𝘁’𝘀 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗲If you're:✅ A client seeking bespoke wealth strategies✅ A financial institution looking for strategic leadership✅ A professional aiming to grow in the private wealth space💡 I’d love to connect and explore how we can create value, impact, and sustainable success together.📩 Message me here or email me to start a conversation.