Paras Bhutani
Gurugram
Summary
An ambitious and a business savvy professional with multi-functional experience in B2C Sales, Business Development, Customer Servicing and Back-end Operations. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. High-achieving financial services professional with a 4-year history of success in wealth management and financial planning. Strategic thinker with a proven track record of achieving financial objectives. Stays up-to-date on market trends to deliver actionable insights and evidence-based advice. Manages a caseload of clients in line with industry regulations. Good communication and stakeholder management skills. Have ability to work independently with minimal managerial supervision. Strong background in devising innovative strategies to resolve customer issues. Solutions oriented approach with excellent Relationship Build-up skills, Profitability, Market Share and Customer Satisfaction. Received RNR Award for the Quarter. Got the Reward for best services to the customers. Good communication skills, Awarded as best performer of the month 5 times. Independent Working Ability, Interpersonal Relationship, Excellent Grasping Ability, Extensive Knowledge in Theoretical Aspects. Self- Confidence with Tolerance Capability and well developed in organizational and Leadership Skills. A keen planner, strategist, and implementer with expertise in devising plans for improving business performance, overall organizational growth and enhancing Brand image. Got a Chance to Interact with CEO & CFO Including the top 10 executives. Have excellent understanding of Investment Tools. Experience of handling domestic & NRI customers. Action oriented, perseverance & Integrity & Trust. Have excellent command skills & problem-solving skills. Always drive for results. Standing along & directing others. Manage & measure work. Ability to handle SALES PRESSURE. Team Handling of more than 12 members.
Overview
8
8
years of professional experience
Work History
Manager
HexaHealth
02.2026 - Current
- Led cross-functional teams to implement process improvements, enhancing operational efficiency across departments.
- Developed and executed strategic initiatives to optimize resource allocation, improving project timelines and delivery.
- Mentored junior staff, fostering professional growth and enhancing team performance through targeted training programs.
- Analyzed operational data to identify trends and inform decision-making, resulting in improved service delivery.
Category Manager
Pristyn Care
06.2025 - 02.2026
- Developed and executed strategic plans to drive category growth, market share, and profitability.
- Managed full P&L responsibility, optimizing revenue, margins, and cost efficiency.
- Drove sales performance through data-driven strategies and market expansion initiatives.
- Conducted in-depth market and customer research to identify trends, gaps, and growth opportunities.
- Collaborated cross-functionally with Marketing, Product, and Operations teams to achieve business objectives.
- Led and mentored a high-performing team to deliver operational and revenue targets.
- Ensured operational excellence by streamlining processes and improving service delivery.
- Spearheaded innovation initiatives, introducing new offerings and improving customer experience.
- Developed and implemented category strategies, enhancing product assortment and driving revenue growth.
- Analyzed market trends and consumer insights to optimize category performance and improve sales.
- Collaborated with cross-functional teams to launch new products, increasing market share and visibility.
- Managed vendor relationships, negotiating contracts that resulted in improved pricing and terms.
Team Lead
Policybazaar.com
03.2023 - 06.2025
- Responsible for managing the operations seamlessly and timely SLA delivery along with maintaining high levels of employee and customer satisfaction
- Financial Advisor (Investment Sales)
- Establish & Manage Relationships / Engagement with the Clients.
- Oversight of team organizes resources, sets goals, call out strategy from Executives and client on a day-to-day basis, reporting responsibilities
- Managing day-to-day Sales targets.
- B2C Sales
- Doing field visits with the team.
- To ensure team members achieve agreed standards in relation to their job assignments.
- To ensure that the buddy system is put in place to maintain the operation with minimal disruption in times of annual leave/sick leave/ study leave and daily working hour schedules.
- To monitor & document work schedule of staff & absences.
- Ensure that all audit related issues & brought to a close.
- Collaborate with internal teams.
- To be the key contact for all the problems & queries with specific business assigned.
- Directed a team of analysts to enhance operational efficiency and improve service delivery.
- Implemented process improvements that streamlined workflows, resulting in faster project completion.
- Mentored junior team members, fostering skill development and increasing overall team performance.
- Led cross-functional initiatives to align departmental goals, enhancing collaboration and productivity.
Senior Financial Advisor
Policybazaar.com
11.2018 - 03.2023
- Identified client financial goals and risk tolerance to recommend Investment products.
- Developed and deepened relationships with new and existing clients.
- Promoted business to increase customer base and grow revenue.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Contacted customers to set up appointments, monitor satisfaction levels, and upsell additional offerings.
- Developed open and professional relationships with team members to facilitate effective issue resolution.
- Team handling of more than 12 members.
Education
Master of Business Administration - Marketing and Finance
Guru Jambheshwar University
Hisar, HR01-2022
Bachelor of Commerce - undefined
Chaudhary Devi Lal University
Fatehabad, HR01-2018
12th - Commerce
01-2015
10th - undefined
Vishwas nav Sharda public school
Fatehabad, HR01-2013
Skills
- Team handling
- Stakeholder Management
- Communication skills
- Process Improvement
- Out bound Sales
- Financial Advisor
- BPO Sales
- Sales
- B2C Sales
- Back-end Operations
- Business Development
- Customer Servicing
- Marketing
- Coordination
- Relationship Build-up
- MIS
Timeline
Manager
HexaHealth
02.2026 - Current
Category Manager
Pristyn Care
06.2025 - 02.2026
Team Lead
Policybazaar.com
03.2023 - 06.2025
Senior Financial Advisor
Policybazaar.com
11.2018 - 03.2023
Bachelor of Commerce - undefined
Chaudhary Devi Lal University
12th - Commerce
10th - undefined
Vishwas nav Sharda public school
Master of Business Administration - Marketing and Finance
Guru Jambheshwar University
Computer Knowledge
- Proficiency in Basics of Computer.
- MS office – Word, Excel, PowerPoint