Mayuri Verma

Business Development Executive

Vadodara, Gujarat, India12 yrs 9 mos experience
Highly Stable

Key Highlights

  • Expert in managing HNI and retail client relationships.
  • Proven track record in product development and project management.
  • Strong leadership in team development and operational efficiency.
Stackforce AI infers this person is a seasoned professional in Wealth Management and Business Development.

Contact

LinkedIn

Skills

Core Skills

Financial AdvisoryPortfolio ManagementWealth Management ServicesOperations ManagementResearch And Development (r&d)Product ManagementBusiness DevelopmentKey Account ManagementCustomer ServiceInvestment BankingProject ManagementCustomer Relationship Management (crm)

Other Skills

Financial PlanningFamily Wealth ManagementClient Relationship StrengtheningHNI Client ManagementHNI ULTRA CLIENT MANAGMENTBusiness Relationship ManagementPeople ManagementBusiness StrategyAnalytical SkillsInformation TechnologyTechnical SupportTeam ManagementTeam LeadershipCreative Problem SolvingPrivate Banking

About

.Ensured effective implementation of Internal change control mechanism to achieve harmonization, uniformity, .simplification and fulfill regulatory compliance across the working culture. Provided support to regulatory checks and Marketing strategies. .Developed New Products for ever changing needs of the clients. .Control procedures for Cross-functional teams such as Sales, Business development-Client Acquisition. The devised process required for smooth overflows of Operations – like Standard Operating procedures and Quality Control. .procedures, and General Analytical Methods, are Required across new working cultures. Managed various new offer creation/New Product Development projects, as per time target, as per budget .Responsible for review and approval for R & D to Unit, Unit to Unit Product Transfer activity for Formulation products Support to regulatory checks and Marketing strategies. .Procedures, and General Analytical Methods, Required across a new working culture. Managed various new offer creation/New Product Development projects, as per time target, per budget. Providing exceptional customer service while offering steadfast support, ensuring your satisfaction every step of the way. .Lead with excellence as a key AC management expert, ensuring optimal cooling solutions and operational efficiency Recruited, interviewed, hired, and trained employees and implemented a mentoring program to promote positive feedback and engagement.

Experience

12 yrs 9 mos
Total Experience
2 yrs 4 mos
Average Tenure
11 mos
Current Experience

Finnovate

Sr. Business Development Specialist

Jul 2025 – Present · 11 mos · Ahmedabad

  • . Manage and grow relationships with HNI and retail clients through personalized advisory and consistent engagement.
  • . Provide research-backed advisory in equities and derivatives aligned with client risk profiles and . investment objectives.
  • . Review, monitor, and optimize client portfolios; recommend timely rebalancing to enhance returns and manage risk.
  • . Stay updated on Indian equity and derivatives markets and share relevant insights and investment ideas with clients.
  • . Lead and mentor junior advisors while ensuring strict adherence to SEBI regulations and internal compliance standards.
Financial PlanningFinancial AdvisoryPortfolio ManagementFamily Wealth ManagementClient Relationship StrengtheningHNI Client Management+1

Kedia capital services private limited

Senior Wealth Manager

Apr 2024 – Jun 2025 · 1 yr 2 mos · Surat, Gujarat, India

  • I oversee all aspects of branch operations, focusing on team development, operational efficiency, and delivering exceptional customer experiences. By fostering a high-performing team and ensuring seamless processes, I drive the success and growth of Company through effective leadership and operational excellence.
Wealth Management ServicesBusiness Relationship ManagementPortfolio ManagementPeople ManagementOperations ManagementHNI Client Management

Sanfinity creative solution pvt.ltd

2 roles

Head of Research And Development

Dec 2022 – Mar 2024 · 1 yr 3 mos

  • Develop concepts, products, and solutions by coordinating with Orthopaedics business units.
  • Understand customer expectations on to-be manufactured product.
  • Determine and execute improved technologies used by suppliers, competitors, and customers.
  • Support Director to hire and develop R&D personnel.
  • Establish project goals and priorities by collaborating with Marketing and Operations.
  • Transfer new technologies, products, and manufacturing process into and out of the company.
  • Develop concepts, products, and solutions by working with company business units.
  • Monitor team metrics and objectives ensuring meeting of goals.
  • Document all phases of research and development.
Business StrategyBusiness DevelopmentAnalytical SkillsInformation TechnologyTechnical SupportProject Management+2

Senior Business Development Manager | Key account Manager

Feb 2021 – Jan 2023 · 1 yr 11 mos

  • . Implemented change control systems to ensure consistency and regulatory compliance.
  • . Supported regulatory audits and marketing initiatives.
  • . Developed new products based on client needs.
  • . Streamlined processes for Sales and Business Development teams.
  • . Established SOPs and quality control systems for smooth operations.
  • . Managed product development projects within time and budget.
  • . Reviewed and approved R&D and product transfer activities.
  • . Led hiring, training, and mentoring programs to improve team performance.
Business StrategyBusiness DevelopmentKey Account ManagementTeam ManagementTeam LeadershipCustomer Service+3

Yes bank

Manager

Aug 2020 – Jan 2021 · 5 mos · Indore, Madhya Pradesh, India

  • . Increased customer base within four months through cross-selling and promotions.
  • . Delivered excellent customer service across banking operations and client needs.
  • . Drove sales by promoting a wide range of banking products.
  • . Applied risk management strategies to protect assets and improve performance.
  • . Managed transactions and ensured smooth service delivery with strong client relationships.
Team ManagementCustomer ServicePrivate BankingInvestment BankingCustomer SatisfactionBusiness Process Improvement+2

Tradekraft.net

Deputy Manager Business Development | Manager Product & Project

Feb 2017 – Jun 2020 · 3 yrs 4 mos · INDORE

  • . Mentored and developed future leaders from a team of 65+ employees.
  • . Managed inbound leads and closed deals using consultative sales approaches.
  • . Expanded client base by building new relationships and handling key accounts.
  • . Conducted market research and supported product development using design thinking.
  • . Contributed to business strategy, planning, and new opportunity identification.
  • . Used data-driven marketing strategies to improve lead conversion and performance.
Workforce ManagementBusiness Relationship ManagementGlobal Client ManagementProject PlanningBusiness ProcessSales Operations+5

Capitalvia global research limited - investment advisor

Assistant Manager

Mar 2013 – Jan 2017 · 3 yrs 10 mos

  • . Managed key accounts and portfolios to improve workflow and drive revenue.
  • . Led a team of 25+, delivering training on financial markets, sales, and marketing.
  • . Built a high-performance sales culture through coaching and development.
  • . Expanded client base by developing new relationships and managing key accounts.
  • . Achieved 78% sales growth through consultative selling and strong customer service.
  • . Improved customer retention by reducing grievance response time.
Team ManagementSales MotivationBusiness DevelopmentCustomer RetentionCustomer SatisfactionCustomer Relationship Management (CRM)+2

Education

Indira Gandhi National Open University

Master of Business Administration - MBA — Human Resources Development

Jan 2012 – Jan 2014

Devi Ahilya Vishwavidyalaya, Indore

MCom in Computer Applications — Accounting and Computer Science

Mar 2011 – Apr 2013

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