Naveen Balaji

Tech-Driven Wealth Management Platform for Mutual Fund Distributors.

• Strategic Advisor to the Founders and Head of Sales, aligning business initiatives to drive growth.
• Led client acquisition efforts, expanding AUM by acquiring new MFDs, and reactivating inactive ones through targeted engagement strategies.
• Developed and executed GTM strategies to cross-sell wealth products, unlocking new revenue opportunities.
• Established and managed a cold-calling team from scratch, creating the first touchpoint for MFD engagement, and driving awareness.
• Planned and executed market expansion initiatives, focusing on untapped regions, and conducting awareness events.
• Served as a liaison between leadership teams, ensuring alignment of sales, marketing, and operational goals for scalable growth.
• Led business performance reviews, identifying gaps, optimizing processes, and collaborating with cross-functional teams for execution.
• Managed a team of five, overseeing sales operations and strategic initiatives to enhance partner engagement.

AI-powered SmartBlocks® to create and publish websites, landing pages, and web apps effortlessly, with simple prompts.

• Drove $335K in revenue through strategic solution selling and market positioning.
• Scaled MrZeroCode.ai as a no-code platform, securing $200K by aligning product-market fit.
• Led cross-functional execution, integrating AI (ChatGPT, LLMs) to enhance product capabilities.
• Optimized GTM strategy, securing $135K via the box model initiative, mapping entrepreneurial personas to scalable solutions.
• Managed high-impact teams (5 developers, 3 designers), fostering innovation in product development.
• Built strategic partnerships, streamlining sales pipelines and ensuring seamless execution from prospecting to closure.

• Specialized in consulting within the Technology Risk practice for Financial Services, conducting cybersecurity assessments across multiple products and services.
• Managed and delivered cybersecurity assessments for top financial services clients globally, handling four projects from inception to completion.
• Identified potential personas and strategies for managers and partners to expand current financial services accounts.

• Established and managed the "10x Chess Coaches" community on Facebook and LinkedIn (over 10k followers), driving growth strategies for chess coaches, significantly expanding Chesslang.com's reach.
• Managed customer support, retention, upselling, and renewals. Closed the first high-value deal of $1,000 for Chesslang.com, driving sales from inception to $250,000 in the first year.
• Expanded market presence in India, North America, and Latin America, achieving a presence in 69 countries, and serving 312 customers worldwide with a zero churn rate.