Bio
Experience
-
Stack Wealth
-
Bengaluru, Karnataka, India
-
Wealth Manager
-
Jan 2024 - Present
-
Bengaluru, Karnataka, India
- Conduct financial assessments to understand client goals and risk tolerance.- Develop customized investment strategies aligned with objectives.- Monitor market conditions and economic trends.- Conduct research on investment opportunities.- Actively manage client portfolios, making strategic adjustments.- Implement risk management strategies.- Maintain regular client communication.- Ensure compliance with regulations and industry standards.- Stay informed about industry developments through education.- Cultivate strong client relationships based on trust.
-
-
-
-
Packaging Specialist
-
Jun 2023 - Oct 2023
-Sales Strategy & Execution: Crafting and executing comprehensive sales strategies to meet andexceed targets.-Program Scalability: Specialized in designing scalable programs that adapt to evolving marketdynamics.-Client Services & Account Management: Building strong client relationships and providing exceptionalservice.-Product Demonstration: Showcasing product value and functionality to both clients and internal teams.-Business Strategy: Developing and implementing strategic initiatives to drive business growth.-Exhibition Planning & Management: Proficient in organizing and managing successful exhibitions toshowcase products and services.
-
-
-
-
Sr. Academic Counsellor
-
Oct 2021 - Jun 2022
- Prospected and qualified leads to grow customer base by 20%- Built and maintained relationships with clients to achieve 95% customer satisfaction rate- Negotiated contracts and closed deals worth over $1 million in annual revenue- Conducted market research and analyzed competitor data to develop sales strategies
-
-
-
Ariano Overseas Pvt. Ltd.
-
Pune, Maharshtra
-
Business Development Head
-
Feb 2020 - Sep 2021
-
Pune, Maharshtra
* Developing and executing sales and marketing strategies to achieve revenue and market share goals* Identifying and pursuing new business opportunities through market research, lead generation, and relationship building* Managing and mentoring sales and marketing teams to ensure high performance and productivity* Analyzing sales and marketing data to measure effectiveness and identify areas for improvement* Collaborating with cross-functional teams (e.g. product development, operations, finance) to align sales and marketing efforts with overall business objectives* Establishing and maintaining strong relationships with key customers, partners, and stakeholders* Representing the company at industry events, conferences, and trade shows
-
-
-
MyGate
-
Pune Area, India
-
Business Development Manager
-
Nov 2018 - Jan 2020
-
Pune Area, India
-Leading a team of sales representatives to achieve sales targets and revenue goals-Developing and implementing sales strategies and tactics to drive new business and retain existing customers- Managed sales pipeline and achieved monthly sales targets- Collaborated with marketing teams to develop and execute lead generation campaigns- Collaborated with Sales Team to identify POA to generate maximum revenue and profit for the company- Analyzed customer feedback to identify areas for improvement and increase customer retention
-
-
-
BYJU'S (Think & Learn Pvt. Ltd.)
-
Bengaluru Area, India
-
Business Development Associate
-
Feb 2017 - Oct 2018
-
Bengaluru Area, India
* Developing and maintaining relationships with clients to generate new business opportunities and drive revenue growth* Conducting market research to identify potential customers and industry trends* Collaborating with internal teams (e.g. marketing, product development) to align sales efforts with overall business objectives* Creating and delivering sales presentations and proposals to potential clients* Managing sales pipelines and forecasting revenue projections* Analyzing sales data to identify trends and areas for improvement* Providing excellent customer service and addressing customer inquiries and concerns* Keeping up-to-date with industry news and developments
-
-
Education
-
2013 - 2017Narula Institute Of Technology
Bachelor of Technology - BTech, Computer Software Engineering
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community