Summary
Overview
Work History
Education
Skills
Software
Interests
Timeline
Hi, I’m

Akshay Shenoy

Sales and Marketing Professional
Thane,MH

Summary

Dynamic Broker Sales Representative with a proven track record at Edelweiss Financial Services, excelling in sales strategies and client relationship management. Achieved significant revenue growth by leveraging market insights and effective negotiation skills. Adept at implementing efficient processes, enhancing productivity while delivering exceptional customer care and tailored financial solutions.

Experienced professional in brokerage sales with proven track record of driving results and building strong client relationships. Known for collaborative teamwork and adaptability in dynamic environments. Proficient in market analysis and negotiation, ensuring reliable performance and client satisfaction.

Overview

16
years of professional experience
4
Languages

Work History

Edelweiss Financial Services

Broker Sales Representative
02.2022 - 02.2026

Job overview

  • Increased sales revenue by identifying prospective customers and presenting compelling product offerings.
  • Conducted thorough research on potential investments, enabling informed decision-making for clients'' benefit.
  • Streamlined office operations by implementing efficient workflow processes, improving overall productivity.
  • Maintained up-to-date knowledge of market trends, ensuring the provision of accurate investment recommendations to clients.
  • Sold a wide range of Products and services for the company such as Life Insurance Policies, Health Insurance Policies, FD's, NCDs, MLDs etc.

Astute Technology Pvt Ltd

Admin Manager, HR and Marketing
01.2017 - 02.2026

Job overview

  • Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.
  • Monitored and handled employee claims involving performance-based and harassment incidents.
  • Facilitated open communication channels between employees and management by conducting regular town hall meetings or roundtable discussions.
  • Collaborated with executive leadership to align HR initiatives with overall business goals and objectives.
  • Handled shipping and logistics operations, as well as warehousing operations, for managing the companies, materials, and machinery.

Life Insurance Corporation of India

Financial Advisor
12.2016 - 02.2026

Job overview

  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

SMC Global Securities

Financial Broker
09.2019 - 08.2025

Job overview

  • Secured new business through targeted prospecting and networking efforts.
  • Analyzed complex financial data to identify investment opportunities for clients.
  • Communicated effectively with clients, presenting complex information in a clear and concise manner.
  • Collaborated with cross-functional teams to provide comprehensive financial solutions for clients.

SMC Global Securities

SMC Global Securities
07.2019 - 04.2025

Job overview

  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Sold personal finance products as a sub-broker for the company, products such as fixed deposits, bonds, NCDs, mutual funds, life insurance, health insurance, and travel insurance.

Star Health And Allied Insurance Co

Health Insurance Advisor
09.2018 - 05.2024

Job overview

  • Maintained up-to-date knowledge of federal and state regulations affecting health insurance policies, ensuring full compliance during all transactions.
  • Achieved consistent high levels of customer satisfaction through empathetic listening and problem-solving skills when addressing concerns or disputes.
  • Provided ongoing support to clients throughout their policy tenure, addressing any concerns or changes in coverage requirements promptly and professionally.
  • Effectively managed time and resources by prioritizing client meetings, attending industry networking events, and staying current with the rapidly changing health insurance landscape.

Powerweave Software Services India

Content Manager
01.2016 - 12.2016

Job overview

  • Used content management system to analyze user engagement and website traffic metrics.
  • Contributed ideas in brainstorming sessions which led to innovative campaign concepts attracting new clients.
  • Conducted research and collaborated with subject matter experts to develop accurate content.
  • Created Website Specific Content to promote Powerweave's Services to clients in Australia, USA, UK and Taiwan

A.C.Nielsen

Market Research Specialist
01.2012 - 03.2012

Job overview

Client Engagement survey for the company's client IDFC in 2012.

Helped IDFC with consumer insights provided by top officials, CEOs, CFOs, etc.

Hurix Systems

Content Manager
07.2011 - 12.2011

Job overview

  • Developed and managed content calendar to meet deadlines and engagement goals.
  • Collaborated with designers and developers to deliver on-brand content in alignment with brand vision.
  • Consistently met tight deadlines while managing multiple projects simultaneously, prioritizing tasks effectively.

Kush Infosystems Pvt Ltd

Digital Content Marketing Executive
06.2010 - 06.2011

Job overview

  • Collaborated closely with sales teams to ensure alignment between promotional activities and revenue goals.
  • Analyzed market trends to identify new opportunities for growth, driving the expansion into untapped markets.
  • Developed and implemented targeted digital strategy to improve business performance.

Generated Keyword Rich Content for Client's Websites, Blogs,Newsletters, Advertising Campaigns, Marketing Forums etc

Education

IDEMI
Sion, Mumbai

Cerficate in Digital Marketing And AI from Digital Marketing , Graphic Design And AI
04.2001

VESIMSR
Mumbai, India

MBA from PGDM- Busniess Studies And Marketing
04.2001

University Overview

  • Honours [Final Semester, 2014]

S.K.Somaiya College Mumbai- Mumbai University
Vidyavihar, Mumbai

Bachelors in Media And Advertising from Advertising
04.2001

Vasant Vihar High School And Juinior College
Thane , India

High School Diploma
04.2001

Skills

Social media marketing

Sales strategies, Sales, Pitching, Negotiation, Risk Profiling

Competitor analysis

Sales in the field selling Insurance, FDs, RD,s Mutual Funds, Bonds, NCDs, MLDs, IPOs, Unlisted Shares

Shipping and Logistics

Customer Care, Grievience Rederessal

Copywriting, Content Writin

Copy Editing, Proof Reading

Content Marketing, Content Creation

Email Marketing

Business Correspondence, DTP

Graphic Designi

Public Relations

Digital Marketing, Generative AI, SEO, SMO,Keyword Rich Content , Blog marketi

Software

MS Office

Digital Marketing and AI

Canva - Graphic Design

Certificate in Sales from LIC

IRDA Certified Insurance Professional

Shipping and Logistics Certificate

Interests

Singing, Dancing, Badminton, CArd Games, Board Games, Table Tennis, Cricket, Foot Ball, Volleyball

Timeline

Broker Sales Representative

Edelweiss Financial Services
02.2022 - 02.2026

Financial Broker

SMC Global Securities
09.2019 - 08.2025

SMC Global Securities

SMC Global Securities
07.2019 - 04.2025

Health Insurance Advisor

Star Health And Allied Insurance Co
09.2018 - 05.2024

Admin Manager, HR and Marketing

Astute Technology Pvt Ltd
01.2017 - 02.2026

Financial Advisor

Life Insurance Corporation of India
12.2016 - 02.2026

Content Manager

Powerweave Software Services India
01.2016 - 12.2016

Market Research Specialist

A.C.Nielsen
01.2012 - 03.2012

Content Manager

Hurix Systems
07.2011 - 12.2011

Digital Content Marketing Executive

Kush Infosystems Pvt Ltd
06.2010 - 06.2011

IDEMI

Cerficate in Digital Marketing And AI from Digital Marketing , Graphic Design And AI
04.2001

VESIMSR

MBA from PGDM- Busniess Studies And Marketing
04.2001

S.K.Somaiya College Mumbai- Mumbai University

Bachelors in Media And Advertising from Advertising
04.2001

Vasant Vihar High School And Juinior College

High School Diploma
04.2001
Akshay ShenoySales and Marketing Professional