Balram Patidar — Business Development Executive
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.
Stackforce AI infers this person is a Fintech Sales Leader with expertise in client acquisition and digital engagement strategies.
Location: Gurugram, Haryana, India
Experience: 9 yrs 5 mos
Skills
- Sales Management
- Client Acquisition
- Customer Experience
Career 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
Work Experience
Findoc
Lead-Digital Sales and Activation (1 yr)
JM Financial Services Ltd
Deputy Manager (1 yr 4 mos)
Sales Team Lead (7 mos)
Angel One
Assistant Manager (2 yrs 1 mo)
Senior Executive (1 yr)
IIFL Securities
Relationship Manager (3 yrs 3 mos)
HGS - Hinduja Global Solutions
Customer Support Officer (1 yr 8 mos)