HIMANSHU RANJAN

Critic
DISC Type : C

Relationship Manager at Axis Bank

Delhi, India

Overview

Himanshu Ranjan is a seasoned Relationship Manager with over eight years of experience in the banking and insurance sectors, specializing in wealth management, mutual funds, and portfolio management. He holds a Bachelor of Technology and has completed specialized training in Financial Modeling and Valuation from the Investment Banking Institute.

He uniquely combines a technical engineering degree with deep expertise in financial services and client relationship management.

Personality Overview

Critic

Precise

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Investment Strategies
Frequently posts educational content about various investment vehicles, including multi-cap funds, ULIPs, and Systematic Investment Plans (SIPs).
Wealth Management
His entire career is focused on wealth and investment advisory, with roles at major institutions like Axis Bank, HDFC Bank, and Kotak Life.
Financial Modeling
Possesses specialized skills in interpreting complex financial data using methodologies like DCF and comparable company analysis to deliver actionable insights.

Media Appearances

HIMANSHU has no verified media appearances

Work History

11-2025
Relationship Manager at Axis Bank
6-2022 - 11-2025
Relationship Manager at HDFC Bank
11-2019 - 6-2022
Associate Sales Manager at Max Life Insurance Company Limited
6-2018 - 11-2019
sales manager at Kotak Life
9-2017 - 6-2018
Associate financial service manager at ICICI Prudential Life Insurance Company Limited

Education

2008 - 2012
Bachelor of Technology - BTech from Biju Patnaik University of Technology, Odisha
2004 - 2006
Inter from Gurunanak higher secondry school

More Information

Social Presence :

Prographics :

Exp : 8 Location : Delhi, India Job Level : Middle Designation : Relationship Manager at Axis Bank
URL has been copied!

Insights For Selling To HIMANSHU

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t try too hard to build a relationship with them
  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with HIMANSHU is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from HIMANSHU

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will HIMANSHU move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can HIMANSHU take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And HIMANSHU

Personality Compatibility


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