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PROFESSIONAL PROFILE
●
Strategic Planning Business Development Sales & Marketing Customer
Relationship Management Portfolio Management Team ManagementA dynamic
professional with around 4 years of experience in Sales & Marketing, Business
Development & Team Management.
● Presently working with Religare Securities Ltd., Pune as Unit Manager
(Internet Trading).
● Demonstrated abilities in expanding the market, brand building, generating new
business and targeting the potential customers.
● Proficient in managing sales and marketing operations, organizing promotional
campaigns, building relationship with clients & achieving desired goals.
● Skilled in managing large teams to work in sync with the corporate set parameters &
motivating them for achieving business and individual goals.
● An effective communicator with good presentation skills and abilities in achieving the
set targets.
CORE COMPETENCIES
Business Development
● Conducting competitor analysis & competency mapping for keeping abreast of market
trends and competitor moves to achieve market share metrics.
● Identifying & developing new streams; maintaining relationships with customers to
achieve repeat/ referral business.
Customer Relationship Management
● Managing customer centric operations & ensuring customer satisfaction by achieving
delivery/ service quality norms.
● Mapping client’s requirements & providing them expert advisory services pertaining to
selection of right products.
Team Management
● Recruiting, mentoring, training and development of the field functionaries to ensure
sales and operational efficiency.
● Creating and sustaining a dynamic environment that fosters development
opportunities and motivates high performance amongst team members.
CAREER CONTOUR
July’08 till date with Religare Securities Ltd., Pune
As Unit Manager (Internet Trading)
Role:
● Introducing HNI Client and collection of margin money for increasing revenue
● Revenue Generation in term of Advance Brokerage for the Company
● Handling Products like Internet Trading,Advance Brokerage and Corporate Schemes
● Implementing sales promotional activities; evolving market segmentation &
penetration strategies to achieve targets.Have Corporate tie up with Amby Valley
Sahara Group and INS Academy in Lonavala.
● Advising clients for investment in security market; providing all types of information of
security market to the clients
● Performing transactions in Equities in Security Markets on behalf of clients.
● Managing HNI Client acquisition and collection of margin money for increasing
revenue
● Revenue Generation in term Brokerage for the Company
● Sourcing customers with Net worth of more than a Crore and third party products like
mutual fund.
● Handling Products like Equity, Commodity, Mutual Fund, and IPO.
● Implementing sales promotional activities; evolving market segmentation &
penetration strategies to achieve targets.
● Advising clients for investment in security market; providing all types of information of
security market to the clients
Highlights:
● Revenue targets exceeded???? Achieved average business more than 3.5 lacs p.m.
● Key clients handled??? HNI Clients have a ticket size of more than 5 crores
● Portfolio size handled?? Average 5 crores
● Products handled??? Equity, Commodity, IPO.
● New products launched?????? NA
● Any unique initiative taken to improve customer satisfaction level????Properly solved
their problems as per company norms
● How much sales did you increase in your territory after you took over? I increased my
company’s sales with increasing client acquisition & providing them the best services
● New markets developed? Size of Channel managed? Product promotions organized?
Yes, Introduced 3 business partners & open 5 franchies in my territory
Jun’05 – Jun’06 with Motilal Oswal Securities Ltd Securities Ltd., Pune
As Business Development Ex.
● Managing Sales of all MOSt Products( Online) and Services (Equities, Derivatives)
● Managing portfolios of Corporate, & Retail clients.
● Appointing Franchisees, Marketing Associates, Sub-Brokers.
● Monitoring branch activities, inspection of branches, handling compliance related
issues.
Highlights:
● Played a major role in training & supervising executives about products and policy of
the company.
● Successfully handled more than the 150 clients & their portfolios.
Other Experience
● 2 Months Marketing Experience at Amul on “Market Strategy of Amul Products in rural
area of Pune”.
- The Project was entitled to enhance coverage of OTCs. Amul Golden
Jackpot hungama offer is launched to create awarness of the all
key products. OTC meet to Enhance relationship with
wholesaler & Retailer.
ACADEMIC CREDENTIALS
Y
YOP
PER P
ACHEIVEMENT University & Board
p Percentage
University of Pune
5t h year BSL: LLB -
Appeared Pune
IT SKILLS
● Well versed with MS Office & Internet Applications.
●
PERSONAL DOSSIER
Contact Address : 483 ,Old
Bazar,Khadki,Pune-03.
Date of Birth : 27th Feb 1984
Gender : Male
Martial Status : Single
Father’s Name : D.R.Agarwal
Linguistic Proficiency : Hindi ,English , Marathi
Strength : Optimistic , Determined and adaptability
Date : Signature.
Place:
( Ashish Agarwal
)