Kanwarjeet Singh
Mumbai
Summary
Results-driven professional with expertise in strategic account management at Bondbazaar Securities Pvt. Ltd. Proven in driving partner acquisition, executing ₹250 Cr+, and implementing innovative marketing strategies to fuel business growth and client relationships.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sr. Account Associate
Partnership & Alliance | Bondbazaar Securities Pvt Ltd
Mumbai
06.2024 - Current
- Spearheaded partner acquisition (hunting) by identifying and onboarding new strategic partners, while nurturing (farming) existing relationships to maximize collaboration and growth.
- Successfully executed trades exceeding ₹250 Cr to date, with an average deal size ranging from ₹5 Cr to ₹10 Cr per transaction.
- Build and maintain strong, long-lasting relationships with key partners and strategic accounts.
- Act as the primary point of contact for all partnership-related inquiries and communications.
- Collaborate with partners to design and implement joint business plans and marketing strategies.
- Enabled multiple strategic partnerships by facilitating seamless integration via APIs, and optimizing user acquisition through redirecting landing pages.
- Led innovative campus marketing initiatives by partnering with academic institutions to roll out internship programs, aligning brand presence with emerging talent pools.
Area Sales Manager
Saanvi Financial Services
Mumbai
09.2020 - 05.2024
- Administer and ensure compliance with all sales practices in the branch.
- Earned a fast-track promotion for consistently exceeding performance benchmarks and delivering exceptional results.
- Maintain the productivity of the sales officers (SOs).
- Manage daily operations, including lead generation for new business, customer acquisition, and P&L analysis for the branch.
- Successfully facilitated loan disbursements totaling over ₹100Cr, contributing significantly to revenue growth.
Financial Services Associate
HDFC Sales Pvt Ltd
Mumbai
01.2020 - 08.2020
- Generated leads and cultivated relationships with potential clients.
- Conducted financial needs analysis for clients, and provided investment recommendations.
- Collaborated with team members to develop sales strategies and meet sales targets.
- Maintained accurate client records and provided ongoing support to clients.
Education
MBA - Banking And Finance
B.COM - Financial Market
Skills
- Strategic Account Management
- Business development
- Client relationship building
- Business strategies
- Lead generation
- Fixed Income Assessment
- Wealth management
- Investment advisory
- Customer portfolio management
- MS Office
Certification
- IRDAI Certified (Insurance Regulatory and Development Authority)
- Essentials of Fixed Income Securities and Markets (BSE Institute Ltd, issued February 2025, credential ID CORP2025OL219766)
Accomplishments
- Award for Best Project, BondBazaar
- Founding Member of LEO Club - Actively participated in community service and leadership development activities
- Runner-Up in Inter-School Football Championship
- Member of the Alegria Committee
Achievements
Timeline
Sr. Account Associate - Partnership & Alliance | Bondbazaar Securities Pvt Ltd
06.2024 - Current
Area Sales Manager - Saanvi Financial Services
09.2020 - 05.2024
Financial Services Associate - HDFC Sales Pvt Ltd
01.2020 - 08.2020
NARSEE MONJEE INSTITUTE OF MANAGEMENT STUDIES - MBA, Banking And Finance
PILLAI COLLEGE OF SCIENCE & COMMERCE (PCAS) - B.COM, Financial Market
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