Summary
Overview
Work History
Education
Skills
Accomplishments
Book Reading
Timeline
Hi, I’m

Rakesh Sharma

Financial Advisor
Gwalior
Rakesh Sharma

Summary

Driven Area Sales Manager with 5+ years of experience in management capacity and strong competitive sales drive, adaptability and perseverance. Well-honed listening skills and problem-solving attitude to uncover needs and overcome objections to close sales and achieve goals within multiple assigned territories. Successfully motivates and develops sales teams in results-driven and customer-focused environments with positive attitude towards achievement. Skilled Area Sales Manager with desire to lead teams toward achieving revenue goals. Focused on keeping up-to-date and informed on competitors and specific needs of assigned sales territory. Performance-oriented Sales Leader offering exceptional record of achievement over 15+ year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities. Dedicated management professional possessing knowledge of the sales cycle process, negotiating deals with clients, increasing client bases through cold-calling, and leading teams throughout the sales process.

Overview

16
years of professional experience
10
years of post-secondary education
2
Languages

Work History

Empanlled with all AMCs for Mutual Fund and Aditya Birla Health and General insurance
Gwalior

Financial Advisor and Mutual Fund Distributor
05.2023 - Current

Job overview

  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
  • Assisted clients with estate planning to organize distribution of assets based on client wishes.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
  • Facilitated new client onboarding process and investment account setup.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Delivered strategic investment advice for individual and corporate clients.
  • Educated clients on financial topics and best practices.

Mankind Pharma limited
Gwalior

Area Sales Manager
02.2015 - 04.2023

Job overview

  • Analyzed market to identify new opportunities and strengthen relationships with hospitals, medical centers and primary provider physicians.
  • Arranged appointments with doctors, pharmacists and medical teams to raise awareness of latest product launches.
  • Recognized trends within territory and industry to create proactive plans.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Developed marketing materials such as case studies and product brochures to promote and educate buyers on product offerings.
  • Branded products through effective salesmanship and maintained long-term relationships with clients.
  • Monitored weekly sales to write reports for senior leadership and streamline operational processes.
  • Resolved order issues efficiently and enhanced customer satisfaction ratings.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Mankind Pharma ltd
Gwalior

Medical Representative
01.2007 - 01.2015

Job overview

  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals with more than company growth.
  • Held weekly meetings with colleagues to identify techniques to overcome sales obstacles
  • Conducted regular ride-aligns with sales staff to review policy and procedures and benchmark best practices to achieve company targets.
  • Set and achieved sales targets for region as per company expectations.
  • Built lasting relationships with clients through outstanding customer service interactions.

Education

R.N.S College Of Pharmacy
Gormi, Bhind (M P)

Bachelor of Pharmacy from Pharmaceutical Sciences
07.2001 - 05.2006

University Overview

Shri Munnalal Agrawal Higher Secondary School
Bhind (M P)

High School Diploma
06.2001 - 06.2006

University Overview

Skills

Coaching and mentoringundefined

Accomplishments

Accomplishments
  • Mutual Fund Distributor from NISM.


Book Reading

Book Reading

Favorite Books-

The psychology of Money.

Seven Habits of Highly effective peoples.

How to enjoy your job and personal life.

How The mighty fall. 

Timeline

Financial Advisor and Mutual Fund Distributor
Empanlled with all AMCs for Mutual Fund and Aditya Birla Health and General insurance
05.2023 - Current
Area Sales Manager
Mankind Pharma limited
02.2015 - 04.2023
Medical Representative
Mankind Pharma ltd
01.2007 - 01.2015
R.N.S College Of Pharmacy
Bachelor of Pharmacy from Pharmaceutical Sciences
07.2001 - 05.2006
Shri Munnalal Agrawal Higher Secondary School
High School Diploma
06.2001 - 06.2006
Rakesh SharmaFinancial Advisor