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Seeking an assignment in Sr Sales and Management
Result-oriented sales manager with extensive experience in areas of sales and Banking and financial operations for UHNWI, spanning across India. Proven strategic as well as situational leadership in: Developing and establishing profitable growth of businesses with complex, multi-dimensional mandates. Top-line revenue contribution exceeding 3.6 Cr since Sept 2007. Acquired 927 New clients Proven performer with the distinction of achieving targets in highly competitive market environments. Recognized proficiency in developing and managing channels. Enterprising leader with strong communication, organizational and interpersonal skills. Consistent track record in meeting regulatory standards and compliance mandates 8./0-00-Surpassed Customer retention and built a client base to more than 100 companies. Pan India Top Performance in NET Asset collection (203%) - 2024 Investment professional with strong track record in developing and implementing investment strategies. Adept at analyzing market trends and optimizing investment portfolios to maximize returns. Emphasizes team collaboration and adaptability to changing market conditions while exhibiting strong analytical and decision-making skills.

 Experienced Wealth Management Advisor with outstanding knowledge of Investment Operations, Financial Planning & Analysis, Investment Modeling and Client Relationships. Committed to financial success for everyone involved in large and small scale investments.  Organized and dependable candidate successful at managing multiple priorities with a positive attitude in a fast paced working environment. Willingness to take on added responsibilities to meet team goals. 

Education professional with a focus on innovation and student-centered approaches. Extensive experience in teaching and education consulting. Demonstrated ability to support at-risk, diverse, and special needs students through accommodations and personalized learning plans. Known for providing valuable guidance and counseling to help students overcome challenges and achieve success. Solid background in research, grant writing, and program development/assessment. Proficient in polished written and verbal communication, as well as social media marketing. Thrives in creative, independent, and collaborative environments.

Qualified Investment Specialist with proven background in managing client relationships and providing tailored financial solutions. Successfully navigated complex investment conversations and operations with enhanced customer satisfaction through personalized advise and knowledge pertaining to financial instruments. Demonstrated ability to communicate effectively and analyze financial needs. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Shivam Dang

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Product & Investment Solutions Specialist

Investment Specialist

Key Accounts Manager

Client Support Specialist

Sales Manager

Assistant Manager

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MBA - undefined

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Product & Investment Solutions Specialist

Investment Specialist

Key Accounts Manager

Client Support Specialist

Sales Manager

Assistant Manager

MBA - undefined

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