Sana Shetty
Mumbai
Summary
Accomplished Senior Executive with a proven track record in revenue generation and business development, notably at JM Financial Services LTD. Skilled in operations management and public speaking. I've maximized market potential and forged strong client relationships, achieving significant revenue targets. Expert in MS Excel and known for exceptional communication abilities.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Executive
JM Financial Services LTD
10.2024 - Current
- Negotiated high-value deals with retail and HNI clients, substantially increasing revenue.
- In-depth knowledge of bond market.
- Helped clients understand the Fixed income market and gave a clarity on how they can diversify their portfolio.
- Advised clients for which fixed income product or investments they can go for to get better returns.
- Developed business leads and maximised conversion rates.
- Providing cashflows to clients for their investments.
- Kept detailed notes on prospect and client interaction with firms CRM system.
- Helped clients get their KYC done to initiate investment through the firms platform.
Executive
A K Capital Finance LTD
12.2022 - 10.2024
- Worked for online bond platform(OBPP) called IndiaBonds, incorporated to sell bonds to retail's investors.
- Coordinating with Bond Managers to close the deals and approving it.
- Making changes of the prices and yield of the security(Bond) on the website.
- Shared activity status report to management with great detail.
- Prepared deal Log's.
- Maintaining client blotter list.
Intern
Agile Capital Services
06.2022 - 09.2022
- Gained valuable experience working within a specific industry.
- Contributed to a positive team environment by collaborating with fellow interns on group projects.
- Internship project on Marketing and business development strategies.
Associate
Sutherland Global Services
06.2021 - 06.2022
- Analyzed customer data to identify trends and anticipate customer needs.
- Listened to customer needs and desires to identify and recommend optimal products.
- Handled day to day client inquiries.
- Provided prompt and value added inquiry services and resolution to clients of UAE.
Education
Post Graduation In Diploma Management - Marketing
Kohinoor Management School
MumbaiBachelor Of Commerce - Accounting And Finance
SM Shetty College of Science And Commerce Studies
MumbaiSkills
- Revenue Generation
- Operations management
- Public speaking talent
- Growth planning
- Business Development
- Presentations
- Excellent communication
- Deal negotiation
- Client advisory
- Business development
Certification
- National stock exchange certification in financial markets
- Certificate by global jury for best practice venture by NEN
LANGUAGES
English: C2 Proficient
Hindi: C2 Proficient
Marathi: A2 Elementary
SOFTWARE
- Microsoft word
- Microsoft excel
- PowerPoint
- Outlook
- Spreadsheets
Timeline
Senior Executive
JM Financial Services LTD
10.2024 - Current
Executive
A K Capital Finance LTD
12.2022 - 10.2024
Intern
Agile Capital Services
06.2022 - 09.2022
Associate
Sutherland Global Services
06.2021 - 06.2022
Post Graduation In Diploma Management - Marketing
Kohinoor Management School
Bachelor Of Commerce - Accounting And Finance
SM Shetty College of Science And Commerce Studies