PowerBI
MANIKANTA SAICHARAN
Wealth Manager
Hyderabad
Summary
Sales Professional with 8+-years’ experience, Worked as a Business Development Manager, Assistant Manager, Team Leader with an organization of repute in Sales which can make optimal use of experience.
Overview
8
8
years of professional experience
12
12
years of post-secondary education
6
6
Languages
Work History
Wealth Manager
IDFC Bank
11.2023 - Current
- 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.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Utilize advanced tools such as Salesforce, CBS, Asset Org, CC Org, DLMS, and Tableau for portfolio analysis, sales tracking, and performance reporting.
- Build long-term client relationships by delivering tailored financial planning solutions and maintaining high service standards.
- Drive cross-selling of banking and investment products such as CASA, loan assets, and liability solutions to maximize customer value and bank profitability
Business Development manager
Elite Elevators
01.2023 - Current
- Making cold calling with HNI clients and fixing up meetings
- Generating leads through various campaigns
- Meeting prospects(HNI Clients) and giving them presentations on company’s product and service to clients
- Screens potential business deal by analyses market strategies
- Handling CRM tool (Sales Force),LinkedIn Navigator, Zoom info and building pipeline for future cast of business
- Executing the sales plans devised by management /contributing towards growth of business revenue
- Generating referrals for allocated territory and meetings/exceeding sales goals
- Establishing good relationships with prospective clients, Architects, Developers, Projects Consultants, Interior
- Designers for revenue generation
- Sending daily reports regarding outcome of the meeting with clients
- Identifying new markets and business opportunities
- Planning and implementing promotional campaigns
- Constantly travelling across Telangana & AP to meet prospective clients
- Converting prospects to closer and achieving monthly targets
Sr. Business Development Associate
Scaler Academy
06.2022 - 01.2023
- Monitored market trends and competitor activities to identify areas of potential opportunity
- Reached out to potential customers via telephone, email, and in-person inquiries
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Managed accounts to retain existing relationships and grow share of business
- Prepared sales presentations for clients showing success and credibility of products
- Held one-on-one meetings with sales team members to identify selling hurdles and offered.
- Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
- Determined needs, delivered solutions, and overcame objections through consultative selling skills.
- Managed friendly and professional customer interactions.
- Met or exceeded sales targets and quotas to contribute to overall sales goals and revenue of company.
- Used CRM software to maintain detailed contact logs and account records.(Lead square, LinkedIn Navigator, Zoom info)
- Prepared and submitted reports to keep management informed of sales activities and progress..
- Attended monthly sales meetings and quarterly sales trainings.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Customer Relationship Manager
Vaksana Organics
11.2020 - 05.2022
- Making cold calling with existing clients and maintains the good relationship with them by solving there problems
- Creating the opportunities with the B2B existing clients
- Creating the value addition to the product and giving the SWOT analysis
- Fixing up the meeting with clients and converting the lead into sale
- Monitoring the customer satisfaction
- Managing and improving the customer interactions through various platforms
- Planning and implementing promotional campaigns (Gmail, WhatsApp ,social media platforms)
- Conducting virtual meets and giving the presentations to clients
- Handling the CRM tool and maintain the proper hygienic funnel
- Creating referral leads to Achieve monthly targets
Team Leader
Aliens Developers
03.2017 - 11.2020
- Handling a team of 11 members
- Lead Validation (whether the lead is genuinely looking for the property or not)
- Giving training team members
- Executing the sales plan
- Creating the need creation with the clients
- Going for property shows to get the prospects
- Taking Interviews for sales position
- Going for close meet visits to customer’s place
- Achieving the monthly targets.
- Sending daily reports regarding the outcome of the meetings with clients
Education
Bachelor of Engineering - Electronics and communication engineering
Balaji Institute of Technology
05.2012 - 07.2016
Intermediate -
S.R Junior College
05.2010 - 04.2012
SCC -
S.R National High School
01.2004 - 05.2010
Languages
Advanced,5,Advanced,5,Advanced,5
Software
Excel
Tableau
Timeline
Wealth Manager
IDFC Bank
11.2023 - Current
Business Development manager
Elite Elevators
01.2023 - Current
Sr. Business Development Associate
Scaler Academy
06.2022 - 01.2023
Customer Relationship Manager
Vaksana Organics
11.2020 - 05.2022
Team Leader
Aliens Developers
03.2017 - 11.2020
Bachelor of Engineering - Electronics and communication engineering
Balaji Institute of Technology
05.2012 - 07.2016
Intermediate -
S.R Junior College
05.2010 - 04.2012
SCC -
S.R National High School
01.2004 - 05.2010
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