Sakshar Khurana

Business Development Executive

Panipat, Haryana, India0 mo experience

Key Highlights

Expert in personalized financial planning and investment strategies.
Proven track record in managing client portfolios effectively.
Strong background in financial advisory and goal planning.

Stackforce AI infers this person is a Financial Services professional specializing in investment strategies and personal finance management.

Contact

Skills

Core Skills

Financial AdvisoryFinancial Planning

Other Skills

Analytical SkillsArduino IDEAttention to DetailBack-end OperationsBusiness AnalysisBusiness DevelopmentC (Programming Language)C++Client RelationsCommunicationCustomer AcquisitionCustomer ServiceData AnalysisDefining RequirementsDerivatives

Experience

0 mo

Total Experience

Average Tenure

Current Experience

Zyra wealth

AMFI Registered Mutual Funds Distributor

Feb 2022 – Present · 4 yrs 4 mos · Panipat, Haryana, India · Hybrid

● Helping families plan investments via SIPs and mutual funds
● Assisting with retirement, education, and tax planning
● Managing and reviewing client portfolios regularly
● Conducting awareness programs on personal finance
● Supporting clients with personalized financial roadmaps

Health InsuranceFinancial Goal PlanningNetworkingRelationship BuildingNew Business DevelopmentStrategic Thinking+6

Self-employed

Equity Trader

Apr 2021 – Present · 5 yrs 2 mos · Remote

Education

Maharaja Agrasen Institute Of Technology, Delhi

Bachelor's of technology — Electronics and Communication Engineering

Jan 2020 – Jan 2024

National Public School

XII Science (PCM)

Apr 2019 – Mar 2020

S.D Vidya Mandir

Class X

Apr 2017 – Mar 2018

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