Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Shubham Arora

Shubham Arora

Financial Consultant
Indore

Summary

Accomplished Wealth Manager and Sales Executive with a proven track record in business development and financial planning. At Signals Factory, increased client satisfaction through personalized wealth management, boosting portfolio performance. Skilled in trend analysis and investment advice, adept at fostering client relationships and achieving sales targets. Demonstrates exceptional mentoring and strategic planning abilities, enhancing team success and revenue growth.

Overview

5
5
years of professional experience

Work History

Wealth Manager

Signals Factory
Indore
02.2023 - 05.2024
  • Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
  • Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
  • Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
  • Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.

Senior Sales Executive

Carlos and Company
Indore
01.2021 - 11.2022
  • Mentored junior sales executives, providing guidance on best practices and strategies for achieving success in the field.
  • Facilitated relationships with target accounts through implementation of proven networking methods.
  • Increased sales revenue by developing and implementing strategic sales plans tailored to client needs.
  • Created prospect rapport by approaching leads and cultivating strong business relationships through sales.

Sales Executive

Trifid Research
Indore
02.2019 - 11.2020
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Developed sales strategy based on research of consumer buying trends and market conditions.
  • Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.

Education

B.com -

Jiwaji University
Gwalior
07.2019

12th -

Blossom Convent School
Gwalior
03.2016

Skills

Business Development

Languages

English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)

Timeline

Wealth Manager

Signals Factory
02.2023 - 05.2024

Senior Sales Executive

Carlos and Company
01.2021 - 11.2022

Sales Executive

Trifid Research
02.2019 - 11.2020

B.com -

Jiwaji University

12th -

Blossom Convent School

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Shubham AroraFinancial Consultant