Anmol Aman D.

Business Development Executive

Ranchi, Jharkhand, India1 yr 1 mo experience

Key Highlights

Proven track record in B2B sales and client relationship management.
Expertise in financial advisory and wealth management strategies.
Strong background in operations and customer service excellence.

Stackforce AI infers this person is a B2B Sales and Financial Advisory professional with expertise in client relationship management.

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Skills

Core Skills

Customer Relationship Management (crm)Sales ManagementBusiness DevelopmentFinancial Advisory

Other Skills

Territory Account ManagementSales PlanningLead GenerationInside SalesCold CallingCustomer InsightService DeliveryClient RelationsFinancial AnalysisFast-Moving Consumer Goods (FMCG)Research SkillsInbound MarketingSales ProcessesFinanceManagement Consulting

Experience

1 yr 1 mo

Total Experience

9 mos

Average Tenure

3 mos

Current Experience

Federal bank

Scale -1 Officer

Mar 2026 – Present · 3 mos · On-site

Assisted in day-to-day banking operations, ensuring smooth functioning of branch activities.
Handled customer service and relationship management, addressing queries and resolving issues efficiently.
Processed account opening, KYC verification, and documentation compliance as per regulatory guidelines.
Managed cash transactions, deposits, withdrawals, and clearing operations.

Territory Account ManagementSales PlanningLead GenerationInside SalesCold CallingCustomer Insight+3

Nj group

Unit Manager

May 2025 – Mar 2026 · 10 mos · Hybrid

Recruting a team of business partners helping them grow their investment business.
Guiding investors on Mutual Funds, NPS, Bonds, PMS, and other wealth management products.
Developing and implementing business strategies to achieve sales, revenue, and AUM growth targets.
Ensuring all operations comply with SEBI, AMFI, and internal audit norms.
Building long-term client relationships through trust-based financial advisory.
Achieved consistent monthly targets and contributed to the overall profitability of the business.

Sales PlanningLead GenerationBusiness DevelopmentClient RelationsFinancial AnalysisFinancial Advisory