Romil Soni

Background

About Romil Soni

6+ Years of Progressive Experience in BFSI | Expertise in NBFC Sector | Sales, Portfolio & HNI Client Management | Team Leadership | Account Acquisition & Marketing Strategy" With over six years of hands-on experience in the BFSI domain, I bring deep expertise in retail banking, demat account management, investment advisory, and cross-selling strategies. My journey includes working with NBFCs and leading high-performing teams as a Branch Sales Manager — where I successfully managed end-to-end sales operations, opened both savings and current accounts, and spearheaded local marketing campaigns to drive business growth. Known for my sharp client focus and consistent delivery on income generation targets, I have built and nurtured strong HNI relationships, ensured seamless portfolio optimization, and fostered a culture of performance and accountability within my team. I take pride in my ability to adapt to dynamic financial environments while maintaining a strong commitment to service excellence and business development. Now, I am poised to bring this blend of strategic thinking, team leadership, and customer-centric approach to contribute meaningfully to your organization's continued success.