Bhanu Pratap Singh
New Delhi
Summary
Results-driven B2B Sales Professional with expertise in negotiating, prospecting, and account development. Proficient in CRM tracking and customer relationship management, effectively driving revenue growth through strategic marketing and product development. Committed to enhancing team performance by implementing training programs and optimizing sales processes.
Overview
2
2
Languages
1
1
Certification
9
9
years of professional experience
Work History
Senior Manager
Kotak Securities
05.2026 - Current
- Led securities brokerage operations across equity, derivatives, and client servicing teams.
- Managed investment portfolios for high-net-worth individuals, ultra-high-net-worth individuals, and non-resident Indians.
- Coordinated sales, trading, and operations teams on daily market activity.
- Reviewed client portfolios and supported investment advisory discussions.
- Coordinated compliance checks with exchange and regulatory guidelines to ensure adherence and mitigate risks
- Streamlined demat account processing and documentation verification procedures, improving turnaround time for client onboarding.
- Trained team members on account servicing, documentation, and process adherence to enhance service quality
- Managed demat account openings and KYC verification for retail investors
- Led branch operations for Kotak Securities client servicing and daily trade execution
Manager
Hdfc Securities ltd
06.2025 - 03.2026
- Managed organisational resources to meet administrative and operational needs whilst adhering to budgetary guidelines and meeting quality and schedule demands.
- Advised senior management on facilities needs, enhancing operational support.
- Conducted performance reviews, identifying areas for development and rewarding high achievers.
- Optimized workforce scheduling, balancing team workload to prevent burnout and maintain morale.
- Managed organisational resources to meet administrative and operational needs while adhering to budgetary guidelines and ensuring quality and schedule compliance.
- Developed positive practices focused on career development and job satisfaction, enhancing employee morale and well-being.
Manager Wealth
Bajaj Capital Limited
05.2024 - 06.2025
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client's interests first.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in clients' circumstances.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Developed and delivered training programs to enhance team skills and elevate overall performance.
Assistant Manager of Sales
Policybazaar.com
12.2017 - 04.2024
- Sustained 100% customer satisfaction rating for consecutive years while receiving numerous awards
- Increased brand awareness through targeted market penetration strategies
- Improved profitability and developed pipeline by utilizing multiple marketing channels and sales strategies
- Identified and addressed sales management challenges to align business direction with market demands
- Expanded new business by leveraging networking opportunities and implementing tailored sales strategies
- Processed credit and debit card payments efficiently at point of sale. to complete purchasing experience
- Shared comprehensive brand and product knowledge to maximize sales
- Handled credit and debit card payment processing to complete purchasing experience
- Inspected products and services to comply with quality standards
Education
Graduation : Accounts -
Dr Bhim Rao Ambedkar University Agra
Aligarh10th -
Sh Laxmi Raj I Collage
Aligarh12th -
Sh Laxmi Raj I Collage
AligarhSkills
- Investment Advisory
- Market Research and Client Profiling
- Strategic Sales Planning
- Stakeholder Management
- CRM & Salesforce Management
- Client presentations
- Team leadership
- Negotiation & Communication Skills
Certification
[IRDA] certified
Accomplishments
- Enhanced processes, implementing across department for increased productivity and profits.
Additional information
Bike Rider, The purpose of Bike to Work Day is to encourage people to try bike commuting. Employer 'buy-in' ensures companies will become bicycle friendly and will promote a healthy alternative form of transportation for you, your co-workers and the community.
Languages
- English
- Hindi
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Senior Manager
Kotak Securities
05.2026 - Current
Manager
Hdfc Securities ltd
06.2025 - 03.2026
Manager Wealth
Bajaj Capital Limited
05.2024 - 06.2025
Assistant Manager of Sales
Policybazaar.com
12.2017 - 04.2024
Graduation : Accounts -
Dr Bhim Rao Ambedkar University Agra
10th -
Sh Laxmi Raj I Collage
12th -
Sh Laxmi Raj I Collage