APURVA SANJAY SINGH
Marketing And Sales
Thane
Summary
Versatile and results-driven professional with over 5 years of experience in sales and operations across financial and education sectors. Skilled in revenue generation, client servicing, investment advisory, and workflow optimization. Seeking a dynamic role to leverage both strategic sales execution and operational excellence.
Overview
6
6
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Sales Manager
Singhania Educational Services Ltd.
01.2025 - 03.2025
- Developed and executed strategic sales plans to exceed targets and expand market presence.
- Utilized CRM to track performance metrics and forecast future trends.
- Managed the full sales pipeline, ensuring consistent business flow.
- Streamlined sales operations to reduce costs and improve efficiency.
- Coordinated with product and marketing teams for aligned campaigns and offerings.
- Acted as primary contact for key accounts, strengthening loyalty and upselling potential.
Deputy Manager
Kotak Securities
05.2024 - 10.2024
- Managed a portfolio of 2,000 clients across investments, loans, insurance, and account services.
- Analyzed and processed 2,000+ operational tasks related to third-party products like corporate FDs, bonds, and mutual funds.
- Acquired new clients, opened Demat accounts, and ensured complete post-sales support.
- Provided investment guidance to existing clients and developed strong customer relationships.
- Cross-sold financial products including life & health insurance, PMS, AIFs, LAP, home and personal loans.
- Utilized CRM systems for pipeline tracking, client interaction, and performance insights.
- Delivered regular service and sales updates to leadership and coordinated with internal departments for smooth execution.
Senior Executive
SBI Cap Securities
10.2023 - 01.2024
- Supported lead generation and client onboarding for financial services.
- Maintained client records, followed up on service requests, and ensured client satisfaction.
- Conducted MIS reporting, monitored client portfolios, and updated CRM databases.
- Managed documentation and compliance workflows to support smooth sales and operations.
Deputy Manager - NRI Services
HDFC Bank
06.2021 - 10.2023
- Managed relationships and operations for 2,000+ HNW NRI clients across global regions.
- Handled investments, forex transactions, debit/credit cards, chequebooks, and account servicing.
- Analyzed client portfolios to offer customized investment solutions aligned with market trends.
- Addressed service issues, processed transactions, and ensured adherence to compliance guidelines.
- Worked closely with internal operations teams to ensure accurate and timely execution of services.
Assistant Manager - NRI Banking
Axis Bank
06.2020 - 06.2021
- Managed operational and service needs of 2,000+ NRI clients across multiple countries.
- Oversaw investment processing, cash operations, foreign currency exchange, and documentation.
- Provided tailored investment solutions based on client profiles and market insights.
- Ensured end-to-end service quality while handling compliance and operational accuracy.
- Reviewed client queries and collaborated cross-functionally to resolve issues efficiently.
Business Development Executive
Concept Consilio India Pvt Ltd
08.2019 - 06.2020
- Identified and pursued new business opportunities through strategic sales outreach.
- Assisted in planning advertising strategies and marketing campaigns.
- Handled backend documentation, reporting, and client coordination.
- Prepared sales proposals, presentations, and responses to RFPs.
- Collaborated with the senior team to meet annual targets and maintain client satisfaction.
Education
MBA - Marketing & International Business
University of Mumbai
BMS - Bachelor of Management Studies
University of Mumbai
Skills
B2B/B2C Sales
Certification
Mutual Fund Certification - NISM
Timeline
Sales Manager
Singhania Educational Services Ltd.
01.2025 - 03.2025
Deputy Manager
Kotak Securities
05.2024 - 10.2024
Senior Executive
SBI Cap Securities
10.2023 - 01.2024
Deputy Manager - NRI Services
HDFC Bank
06.2021 - 10.2023
Assistant Manager - NRI Banking
Axis Bank
06.2020 - 06.2021
Business Development Executive
Concept Consilio India Pvt Ltd
08.2019 - 06.2020
MBA - Marketing & International Business
University of Mumbai
BMS - Bachelor of Management Studies
University of Mumbai
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