Balram Patidar

Business Development Executive

Gurugram, Haryana, India9 yrs 5 mos experience
Highly Stable

Key Highlights

  • 9 years of experience in Sales and Customer Service
  • Proven track record in client acquisition and revenue generation
  • Recognized for outstanding performance and achievements
Stackforce AI infers this person is a Fintech Sales Leader with expertise in client acquisition and digital engagement strategies.

Contact

Skills

Core Skills

Sales ManagementClient AcquisitionCustomer Experience

Other Skills

Client AdoptionClient EducationClient EngagementClient ExperienceCustomer Relationship Management (CRM)Customer ServiceDigital SalesDirect SalesEmployee EngagementEngagementMargin TradingMargin Trading FacilityMotivationOnboardingProblem Solving

About

I am a dedicated and results-oriented professional with 9 years of experience in Sales & Customer service. Throughout my career, I have excelled in driving client acquisitions, onboarding target team handling, revenue generation, and cross-selling. My expertise lies in demate accounts, trading accounts, mutual fund SIP, and insurance sales. In my role as an Assistant Manager at Angel One, I successfully managed demate accounts, trading accounts, and mutual fund SIP while driving accounts and margin collection. I coordinated with team members and developed a plan of action to achieve daily, weekly, and monthly targets. During my tenure as a Relationship Manager at IIFL Securities Ltd, I focused on demate accounts, trading accounts, revenue targets, accounts and margin collection, and insurance sales. I effectively coordinated with team members and developed strategic plans to achieve desired outcomes. Throughout my career, I have been recognized for my achievements and have received awards for my outstanding performance. I am confident in my ability to drive results, handle customer relationships, and exceed targets. I am now seeking new opportunities to utilize my skills and contribute to the success of a dynamic organization.

Experience

Findoc

Lead-Digital Sales and Activation

Mar 2025Present · 1 yr · Gurugram, Haryana, India · On-site

  • Currently working as Lead – Digital Sales & Activation at Findoc, driving digital growth, client acquisition, and engagement across key business functions:
  • 1. Activation:
  • Leading new client acquisition efforts with a strong focus on digital channels, consistently delivering 35% organic conversions on a monthly basis.
  • 2. Reactivation:
  • Managing reactivation of inactive clients — currently achieving over 12% reactivation rate, contributing to portfolio growth.
  • 3. MTF (Margin Trading Facility):
  • Focused on expanding MTF usage, ensuring month-over-month growth in both client adoption and trade volumes.
  • 4.FTT (First Time Trade):
  • Ensuring every new account trades within 5 days of activation, creating a smooth and engaging onboarding journey.
  • 5. CT (Continue Trading):
  • Working to improve trading consistency — currently, 15% of active clients are trading regularly.
  • 6. Webinars:
  • Hosting monthly product and learning webinars to educate and connect with clients on emerging tools and strategies.
  • 7. Product (Refer & Earn):
  • Driving the Refer & Earn program, aimed at increasing both client quality and quantity through structured referral incentives...
Digital SalesClient AcquisitionEngagementMargin Trading FacilityWebinarsSales Management

Jm financial services ltd

2 roles

Deputy Manager

Oct 2023Feb 2025 · 1 yr 4 mos · Ahmedabad, Gujarat, India · On-site

  • Supervised Sales team of Executive or Senior Executive, stepping in to support employees and deliver a smooth sales Process of clients.
Sales ManagementTeam Supervision

Sales Team Lead

Oct 2023May 2024 · 7 mos · Ahmedabad, Gujarat, India · On-site

  • 1. Supervised Sales team of 17 people, stepping in to support employees and deliver a smooth sales Process of clients.
  • 2. Conducted regular training sessions for the sales team on product information and selling skills.
  • 3.Built a strong front line sales team by creating continual motivational strategies.
  • 4. Creating a plan of action to achieve daily, weekly and monthly targets.
  • 5. Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Sales ManagementTrainingMotivation

Angel one

2 roles

Assistant Manager

Promoted

Aug 2021Sep 2023 · 2 yrs 1 mo · Jaipur, Rajasthan, India

Senior Executive

Aug 2021Aug 2022 · 1 yr · Jaipur, Rajasthan, India

Iifl securities

Relationship Manager

Feb 2018May 2021 · 3 yrs 3 mos · Indore, Madhya Pradesh, India

Hgs - hinduja global solutions

Customer Support Officer

Jun 2016Feb 2018 · 1 yr 8 mos · Indore, Madhya Pradesh, India

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