Piyush Sharma

Business Development Executive

Faridabad, Haryana, India6 yrs 3 mos experience

Highly Stable

Key Highlights

Over 5 years in B2B sales and relationship management.
AMFI certified with strong capital markets expertise.
Proven track record in managing HNI client portfolios.

Stackforce AI infers this person is a Financial Services professional with expertise in B2B sales and investment management.

Contact

Skills

Core Skills

SalesMarketingFinancial AdvisoryClient ManagementClient EducationInvestment SolutionsSales ManagementCommunication

Other Skills

CanvaData AnalysisFinancial PlanningMarket ResearchMicrosoft OfficeRelationship BuildingTableauTeam Management

About

Experienced professional in financial services and pharmaceuticals, skilled in capital markets, mutual funds, stock analysis, and portfolio management (AMFI certified). Strong understanding of industry trends, market research, and data analysis. Over 5 years in B2B sales and relationship management.

Experience

Hdfc mutual fund

2 roles

Assistant Manager

Promoted

May 2025 – Present · 10 mos

Overseeing marketing campaigns and promotional activities to increase product visibility and attract potential investors
Identifying, evaluating, and enlisting new distributors to expand the Distribution Channel
Educating distributors on the various mutual fund products, compliance requirements, and sales techniques and using tools and
platforms through training and product presentations.
Managing HNI and Ultra HNI clients mutual fund portfolios.

MarketingSalesRelationship Building

Management Trainee

May 2024 – May 2025 · 1 yr

Proactively advising and consulting clients, explaining them types of financial services available and potential risks involved using
concepts like Time value of Money, Human Life Value, Compounding, Rupee cost averaging, Inflation adjusted investments, etc.
Arranging or coordinating ‘Investor Awareness Programs’
Preparing retirement plans, 360-degree financial plans as per client’s goal.
Acting as a lead POC and managing all B2B channels

Financial AdvisoryClient ManagementFinancial Planning

Bajaj capital ltd

Wealth Management Intern

May 2023 – Jul 2023 · 2 mos · Gurugram, Haryana, India · Hybrid

Educating clients about investment options and potential risks involved about Financial products and services offered by Bajaj Capital
Ltd
Providing solution-based investment options and cross selling other financial products
Arranging or coordinating ‘Investor Awareness Programs’ with AMCs.
Worked on three projects – Mutual Fund SIPs, P-NUT and IDWM

Client EducationInvestment Solutions

Kemley pharma

Sales Manager

Mar 2018 – Jul 2022 · 4 yrs 4 mos · Faridabad, Haryana, India

Drafted 100+ Emails, Letters & Proposals. Designed the project proposal to the clients and resolved their concerns raising customer
satisfaction by 20%.
Tracked and interpreted client’s data using Excel to report significant insights in client’s behavior in returns.
Handling client’s accounts on Marg software and relationship building.
Generating E-way bills for the business and ensured the orders are delivered within timely manner and effective communication
during the process.
Achieving sales targets all over India and assisting sales executives all over India.
Managing all internal communication within the team and ensuring smooth functioning.

CommunicationData AnalysisSales Management