Anurag Mishra
A/02 Ground floor A WING SULBHA C.H.S Bolinj NAKA Virar West Near Ram Mandir.
Summary
Dynamic professional with a proven track record at Yes Securities India Limited, excelling in channel partner management and lead generation. Recognized for driving substantial revenue growth and fostering strong client relationships. Disciplined and hardworking, I consistently achieve sales targets while delivering exceptional customer service and support.
Overview
9
9
years of professional experience
Work History
Manager
Choice Equity Broking Pvt. Ltd.
09.2025 - Current
- Managed daily operations to ensure efficient trading activities and client satisfaction.
- Managed relationships with channel partners to enhance collaboration and support.
- Acquired new sub brokers, franchises, and channel partners to expand market reach.
- Post sales services i.e. – KYC acquisition & acquired SB/AP activation to drive revenue.
- Organized events and activities to generate leads for sub broker acquisition.
- Demonstrate highest level of customer service and satisfaction.
Cluster Head
Yes Securities India Limited.
07.2024 - 09.2025
- Achieved Sub Broker acquisition targets through strategic outreach and relationship building.
- Driving initial acquisition of Demat Accounts for Sub brokers.
- Drove sales growth by implementing targeted strategies for client outreach and engagement.
- Maintaining channel partner relationship.
- Facilitated onboarding and initiation of Sub Brokers' business operations to ensure smooth transitions.
- Driving daily meetings and CRM updating.
- Collecting feedback from Sub Brokers through service visits.
- Plan activity calendar for each month at the beginning of the quarter and then track the progress on a daily basis.
- Coordinated client meetings to understand individual financial goals and needs.
Cluster Wealth Manager
Angel One Ltd.
01.2022 - 06.2024
- Received Best BWM in SIP/Lump sum and Overall Category in multiple months.
- Received No. 1 BWM in Mutual Fund SIP.
- Achieved sales targets through strategic planning and execution.
- Acquired and mentored ARN holders to drive business growth in mutual funds, insurance, and other TPP.
- Managed partner relationships in Mumbai to enhance cross-selling opportunities for insurance and mutual funds.
- Analyzed market trends to inform client financial decisions.
- Facilitated regular client meetings to discuss wealth management goals.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
Agency Development Manager (AADM)
Max Life Insurance Company
08.2020 - 01.2022
- Oversaw recruitment efforts to build a strong agency network.
- Identified and recruited agents, expanding agency network.
- Developed strong relationships with business agents, enhancing collaboration.
- Conducted training and joint meetings with agents to improve performance.
- Coordinated marketing strategies to promote insurance products effectively.
Business Development Manager
Angel Broking Pvt. Ltd.
05.2019 - 12.2019
- Acquired potential new sub-broker/franchise/channel partners to expand market reach.
- Post sales services i.e. – KYC acquisition & acquired SB/AP activation to drive revenue.
- Managed ongoing communication with channel partners to strengthen relationships.
- Organized events and activities to generate new leads for sub-broker acquisition.
- Demonstrated highest level of customer service and satisfaction to enhance partner relationships.
Financial Advisor
Karvy Stock Broking Ltd
10.2017 - 04.2019
- Advised clients on risk management and asset allocation strategies.
- Managed investment and trading needs of clients across products: equity, commodities, mutual funds, IPOs, insurance, and other offerings.
- Conducted market research to identify investment opportunities and trends.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Developed promotional strategies to expand customer base and drive revenue growth.
Education
B.C.A - Bachler's Of Computer Applications
T.Y B.C.A Passed
Varanasi Uttar Pradesh01-2016
Uttar Pradesh State Board. -
H.S.C Passed
Varanasi01-2013
Uttar Pradesh State Board. -
S.S.C Passed
Varanasi01-2011
Skills
- Partner management
- Sales strategy
- Customer management
- Lead generation
- Team collaboration
- Disciplined
- Hardworking
Secondary Address
Nindanpur khataura, Varanasi, Uttar Pradesh, 221204
Languages
English
Hindi
Hobbies and Interests
- Playing Cricket
- Listening Music
- Surfing on Internet
Other Qualifications
- NISM V-A Certification done.
- Well versed with Microsoft office tools.
Personal Information
- Father's Name: Mr. Om Prakash Mishra
- Date of Birth: 07/10/95
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the above given information is correct to the best of my knowledge and belief, and I bear the responsibility for the correctness of the above-mentioned particulars.
Timeline
Manager
Choice Equity Broking Pvt. Ltd.
09.2025 - Current
Cluster Head
Yes Securities India Limited.
07.2024 - 09.2025
Cluster Wealth Manager
Angel One Ltd.
01.2022 - 06.2024
Agency Development Manager (AADM)
Max Life Insurance Company
08.2020 - 01.2022
Business Development Manager
Angel Broking Pvt. Ltd.
05.2019 - 12.2019
Financial Advisor
Karvy Stock Broking Ltd
10.2017 - 04.2019
B.C.A - Bachler's Of Computer Applications
T.Y B.C.A Passed
Uttar Pradesh State Board. -
H.S.C Passed
Uttar Pradesh State Board. -
S.S.C Passed