Summary
Overview
Work History
Education
Certification
Software
Languages
Timeline
Generic

Afreen Husain

Wealth Manager
Bengaluru

Summary

Development leader offering 4 years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.

Overview

7
7
years of professional experience
2
2
Certifications

Work History

Wealth Manager

Stack Wealth
04.2024 - Current
  • Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client's interests first.
  • Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
  • Optimized asset allocation across various accounts for improved diversification and risk-adjusted performance.
  • Managed a diverse portfolio of high-net-worth and retail clients, ensuring optimal asset allocation and risk management.
  • Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances.
  • Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.

Team Lead- Sales

Byjus
12.2022 - 12.2023
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
  • Established clear performance metrics for the team which helped in tracking progress towards set targets effectively.
  • Coached team members in techniques necessary to complete job tasks.
  • Optimized resource allocation by analyzing team member skills and project requirements, resulting in increased efficiency.
  • Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.

Business Development Associate

Byjus
11.2020 - 12.2022
  • Developed proposals and presentations that effectively communicated the value of our solutions to potential clients, securing numerous contracts.
  • Maintained accurate records of all prospecting activities using CRM- Leadsquared for effective lead tracking and follow-up efforts.
  • Engaged with customers to build business relationships.
  • Contributed to annual sales targets by consistently meeting or exceeding individual performance goals across various territories.
  • Identified opportunities for upselling and cross-selling within existing client base, generating additional revenue streams.
  • Monitored sales pipeline closely to track progress toward monthly quotas, adjusting tactics as needed for optimal results.
  • Negotiated contracts and closed sales with new and existing clients.

Business Development Trainee

Byjus
09.2020 - 11.2020
  • Utilized CRM tools to effectively track progress on leads, ensuring timely follow-ups and improved conversion rates.
  • Cultivated a growth mindset by actively seeking feedback from peers, managers, and clients on areas of improvement.
  • Supported negotiation processes with clients, contributing to successful deal closures and long-term partnerships.
  • Improved overall team productivity through proactive collaboration, knowledge-sharing, and problem-solving efforts.
  • Contributed to team objectives in fast-paced environment.

Office Associate

City Montessori School
07.2019 - 08.2020


  • Responded to inquiries from callers seeking information regarding admissions.
  • Managed smooth processing of homevisit paperwork to support office productivity.
  • Conducted thorough research as needed which contributed significantly towards successful project outcomes.
  • Enhanced workflow through the implementation of effective document management systems, leading to reduced processing times for paperwork.
  • Coordinated schedules for staff members, resulting in improved time management and increased productivity.

Teacher

New Era Girls Inter College
03.2017 - 05.2019
  • Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
  • Supported student physical, mental, and social development using classroom games and activities.
  • Graded and evaluated student assignments, papers, and course work.
  • Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
  • Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.

Education

Bachelor of Law - Law

University of Lucknow
Lucknow
08.2018

Bachelor of Commerce - Commerce

University of Lucknow
Lucknow
08.2015

Higher Secondary - Commerce

City Montessori School
Lucknow
06.2012

Certification

Supersonic- Managerial Development Program

Software

Leadsquared

Salesforce

Ameyo

Languages

Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Timeline

Wealth Manager

Stack Wealth
04.2024 - Current

Team Lead- Sales

Byjus
12.2022 - 12.2023

Business Development Associate

Byjus
11.2020 - 12.2022

Business Development Trainee

Byjus
09.2020 - 11.2020

Office Associate

City Montessori School
07.2019 - 08.2020

Teacher

New Era Girls Inter College
03.2017 - 05.2019

Bachelor of Law - Law

University of Lucknow

Bachelor of Commerce - Commerce

University of Lucknow

Higher Secondary - Commerce

City Montessori School

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Afreen HusainWealth Manager