Sam S.

Business Development Executive

Delhi, India6 yrs experience

AI EnabledAI ML Practitioner

Key Highlights

Expert in crafting personalized financial strategies.
Proven track record in client relationship management.
Skilled in leveraging data for investment decisions.

Stackforce AI infers this person is a Financial Services professional with expertise in client relationship management and investment advisory.

Contact

Skills

Core Skills

Financial PlanningClient Relationship ManagementSales ManagementInvestment AdvisorySales StrategyCustomer Relationship Management

Other Skills

Sales OutreachPortfolio ManagementMarket AnalysisClient EngagementBusiness DevelopmentInvestment ProductsZoho CRMData ScienceMarketingLead GenerationData MiningEmail MarketingLinkedIn MarketingTerm Life InsuranceLife Insurance

About

I’m committed to helping clients navigate their financial journey by identifying the right investment opportunities and crafting strategies that turn goals into reality. Through data-driven insights and a consultative approach, I assist individuals and organizations to: ✔ Understand their investment needs and long-term objectives ✔ Build personalized strategies that align with their financial goals ✔ Leverage large data analysis for smarter decision-making ✔ Use LinkedIn and email marketing tools to stay informed and connected ✔ Adopt innovative solutions with tools like PROMPT AI for optimized performance Financial planning isn’t one-size-fits-all — it’s about understanding unique challenges, providing expert guidance, and walking alongside clients at every step. My focus is to empower people with the right knowledge and tools, ensuring they make informed decisions confidently. If you’re looking for someone to help you grow your investments, plan for the future, and achieve your financial aspirations, I’m here to support you every step of the way.

Experience

6 yrs

Total Experience

1 yr 7 mos

Average Tenure

1 yr 3 mos

Current Experience

Bajaj capital ltd

Senior Relationship Manager

Jan 2025 – Present · 1 yr 3 mos

✔ Conduct daily sales outreach to prospective clients, understanding their needs and providing tailored solutions.
✔ Offer and develop financial schemes based on clients’ goals and requirements to help them achieve their objectives.
✔ Perform timely follow-ups, maintain client relationships, and share relevant broadcasts and updates to enhance engagement.
✔ Expand the client base by networking, meeting new prospects, and leveraging referrals, contributing to the growth of Assets Under Management (AUM) and Assets Under Advice (AUA).
✔ Review and diversify existing client portfolios regularly, offering strategic guidance and recommendations.
✔ Help clients achieve their financial goals across multiple product lines while staying informed about market trends.
✔ Cross-sell and update clients on products, keeping them informed about primary and secondary market movements.
✔ Enhance personal expertise by attending training sessions, staying updated on schemes, products, and solutions, and sharing relevant research and organizational materials.
✔ Collaborate with regional marketing and pr