SHIVANSH GUPTA
Varanasi
Summary
Results-driven finance and sales professional with over 2 years of experience at Apna Wealth. Specializes in mutual funds, client advisory, and telecalling. Skilled in relationship management, investment planning, and financial product pitching. Trained in Tally ERP and basic accounting. Seeking a challenging opportunity to leverage financial skills and grow in a dynamic, client-focused organization.
Overview
2
2
years of professional experience
Work History
Sales Executive
Apna Wealth Pvt Ltd.
02.2023 - Current
- Explain stock market terms or trading practices to clients.
- Lead a team of sales executives to achieve sales targets
- Handled end-to-end client onboarding, from lead generation to investment execution
- Built strong client relationships through effective telecalling and regular follow-ups
- Maintained detailed records using MS Excel and CRM tools, ensuring accurate reporting
Education
MBA -
Faculty of Management and Technology
Varanasi, Uttar Pradesh08.2023
Bachelor of Commerce - B.Com
Mahatma Gandhi Kashi Vidyapith University
Varanasi, Uttar Pradesh10.2020
High School Diploma - Academic
Bal Vidya Mandir School
Varanasi, Uttar Pradesh05.2017
Skills
- Sales Communication
- Financial Advisory
- MS Excel
- Tally ERP 9
- Equity & Debt Market Basics
- Client Relationship Management
Achievements & Career Highlights
- “Best Performer of the Month” in July 2024 at Apna Wealth for achieving ₹4+ lakhs in sales in a single month
- Promoted to Team Leader (TL) at Apna Wealth in December 2024, after recognizing consistent high performance and leadership abilities
Timeline
Sales Executive
Apna Wealth Pvt Ltd.
02.2023 - Current
Bachelor of Commerce - B.Com
Mahatma Gandhi Kashi Vidyapith University
High School Diploma - Academic
Bal Vidya Mandir School
MBA -
Faculty of Management and Technology
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