Kunal S.

Business Development Executive

Sydney, New South Wales, Australia20 yrs 3 mos experience

Key Highlights

8+ years in Australian Financial Services
Proven track record in revenue growth
CFA Charterholder with derivatives trading expertise

Stackforce AI infers this person is a Fintech Sales Leader with extensive experience in asset management and trading solutions.

Contact

Skills

Core Skills

Sales ManagementBusiness DevelopmentFinancial MarketsWealth Management Services

Other Skills

New Business SalesAccount ManagementPortfolio OptimizationAsset AllocationFinancial AnalysisSalesContract NegotiationFund AdministrationConsumer LendingCommercial LendingRequest for Information (RFI)FinanceInvestment StrategiesTradingInvestments

About

Sales professional with derivatives trading background. 8+ years experience in Australian Financial services including at BCA Research & TradingScreen. 4+ years of experience working directly with Australia-based Banks, Brokers, Funds & Corporates. I have worked in prop trading at Edelweiss (Indian investment bank) and also at Global Hedge Fund - DE Shaw & Co. Proven track record of delivering exceptional service, generating revenue growth, and building long-term partnerships with clients and stakeholders.

Experience

Visible alpha

Institutional Sales, Australia & New Zealand

Jan 2024 – Present · 2 yrs 2 mos · Sydney, New South Wales, Australia · On-site

Bca research

VP - Institutional Sales ANZ

Jan 2021 – Jan 2023 · 2 yrs · Sydney, New South Wales, Australia · On-site

Managed 100 plus Australian Asset Managers, Wealth Firms & and Super Funds providing access the world's top-rated Research & Asset Management Platform.
Business Development - Managed regular outreach to Asset managers, Hedge Funds, Wealth Managers for setting up trial account, creating a significant pipeline of ARR
Understand key asset research requirements including multi factor models, equity analytics, portfolio construction, sector models.
Ned Davis Research - Factor Models, Historical Backtesting & Analysis, Trading Analytics

New Business SalesAccount ManagementPortfolio OptimizationSales ManagementBusiness DevelopmentAsset Allocation+4

Ts imagine

Sales Director, Australia & Singapore

Jan 2019 – Jan 2021 · 2 yrs · Sydney, New South Wales, Australia · On-site

Sales & Account Manager for Asset Managers, Hedge Funds, Family Offices across APAC (Australia and Singapore). Setup TS imagine integrated Portfolio, Risk and reporting. Worked closely with traders, CIO and CTOs across ANZ. Managed 6 large clients in Australia,and responsible for delivery of services to 20+ ANZ asset & wealth manage

Wingate

Product Manager

Jan 2017 – Jan 2019 · 2 yrs · Melbourne, Victoria, Australia · On-site

Edelweiss financial services limited

Product Manager - Trading Platform

Jan 2015 – Jan 2017 · 2 yrs · On-site

Product Manager for WRAP-like platform called Wealthpack (2015) which was acquired by Edelweiss (Edelweiss is a Pan Asia finance company (15,000+ employees & Mkt cap - USD 2 Billion)
Leadership of the cross-functional product team for online equities & derivatives trading on National Stock Exchange. Edelweiss is one of the largest online brokers by volume & client base on the NSE.

Financial MarketsWealth Management Services