Summary
Overview
Work History
Education
Skills
Certification
Education and Training
Timeline
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HANSRAJ PANDEY

Raipur

Summary

Dynamic business development manager with a proven track record at KOTAK SECURITIES, excelling in sales strategy development and distributor management. Expert in market analysis and performance metrics tracking, I foster strong relationships while ensuring regulatory compliance. Successfully identified growth opportunities, enhancing distributor performance and driving sales targets. Sales and business development professional with proven track record in identifying growth opportunities and fostering client relationships. Known for collaborative teamwork and adaptability in dynamic environments. Skilled in strategic planning and lead generation.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Manager of Business Development and Sales

KOTAK SECURITIES
RAIPUR (CG)
05.2025 - Current
  • Identified and recruited potential distributors while managing comprehensive onboarding processes.
  • Provided training on products, services, sales techniques, and compliance procedures for distributors.
  • Set performance goals and monitored distributor progress, delivering feedback and implementing corrective measures.
  • Established and maintained strong relationships with distributors as primary point of contact for support.
  • Developed strategies and marketing materials to assist distributors in achieving sales targets.
  • Ensured adherence to all relevant regulations and company policies among distributors.
  • Identified growth opportunities for network expansion and crafted strategies to leverage them.
  • Prepared detailed reports on distributor performance, sales metrics, and market trends.
  • Led cross-functional teams to identify growth opportunities and optimize client engagement strategies.
  • Developed and executed strategic business development plans to enhance market penetration.

Senior Relationship Manager

SBICAP SECURITIES
RAIPUR (CG)
08.2022 - 04.2025
  • Executed buy and sell orders for stocks and securities.
  • Analyzed economic data while monitoring market trends.
  • Developed and implemented effective trading strategies.
  • Provided investment recommendations to clients based on market analysis.
  • Maintained comprehensive knowledge of financial regulations and compliance requirements.
  • Collaborated with traders and financial professionals to enhance strategy effectiveness.
  • Managed risk through portfolio diversification techniques.
  • Utilized trading software proficiently for transaction execution.
  • Collaborated with cross-functional teams to design tailored investment solutions for high-net-worth clients.
  • Developed and maintained strong client relationships to enhance customer satisfaction and retention.

Relationship Manager (DEALER)

HDFC Securities
BILASHPUR (CG)
01.2022 - 07.2022
  • Executed buy and sell orders for stocks and securities with precision.
  • Monitored market trends and analyzed economic data to inform trading decisions.
  • Developed and implemented effective trading strategies based on comprehensive analysis.
  • Provided investment advice and recommendations to clients for portfolio growth.
  • Developed comprehensive financial plans aligned with clients' goals and risk tolerance.
  • Led cross-functional teams to deliver exceptional service and resolve complex client inquiries.
  • Analyzed investment portfolios, providing tailored recommendations to optimize client returns.

Relationship Manager

Swastika Investmart
INDORE (MP)
01.2019 - 01.2022
  • Executed buy and sell orders for stocks and securities to optimize client portfolios.
  • Monitored market trends and analyzed economic data to inform trading decisions.
  • Developed and implemented effective trading strategies based on market analysis.
  • Provided investment advice and recommendations to clients for portfolio enhancement.

Education

Bachelor of Arts -

BHABHA UNIVERSITY
01-2021

GED -

CERTIICATE OF TECHNICAL STUDIES ELECTRCAL
06-2016

GED -

SARASWATI VIDYA MANDIR ( HSC )
06-2012

High School Diploma -

SARASWATI VIDYA MANDIR (SSC)
04-2010

MBA -

BHABHA UNIVERSITY

Skills

  • Sales strategy development
  • Distributor management
  • Market analysis
  • Performance metrics tracking
  • Regulatory compliance oversight
  • Relationship building

Certification

  • NISM Series XV: Research Analyst Certification Examination, 04/2024
  • NISM Series X-A: Investment Adviser (Level 1) Certification, 03/2024
  • NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination
  • NISM-Series-VIII: Equity Derivatives Certification Examination
  • Insurance Regulatory and Development Authority ( IRDA

Education and Training

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Timeline

Manager of Business Development and Sales

KOTAK SECURITIES
05.2025 - Current

Senior Relationship Manager

SBICAP SECURITIES
08.2022 - 04.2025

Relationship Manager (DEALER)

HDFC Securities
01.2022 - 07.2022

Relationship Manager

Swastika Investmart
01.2019 - 01.2022

Bachelor of Arts -

BHABHA UNIVERSITY

GED -

CERTIICATE OF TECHNICAL STUDIES ELECTRCAL

GED -

SARASWATI VIDYA MANDIR ( HSC )

High School Diploma -

SARASWATI VIDYA MANDIR (SSC)

MBA -

BHABHA UNIVERSITY
HANSRAJ PANDEY