Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Shubham Saxena

Faridabad

Summary

Proven skills in promoting products and boosting revenue by connecting with customers and effectively communicating sales recommendations. Organized, reliable and experienced in setting up cross product with knowledgeable assistance.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Client Relationship Executive

Sharekhan Ltd
Delhi
10.2022 - Current
  • Punching Orders on Client Behalf.
  • Resolve Client's Business related Queries.
  • Opening New Demat Accounts every Months.
  • Cross selling of Products : Mutual Funds Lumpsum & SIPs
  • Cross selling of Company Products : InvesTiger.
  • Maintain Portfolio of Cients while sharing Comapny's Resesarch Calls.

Business Development Executive

Farelabs Pvt Ltd.
Gurgaon
10.2021 - 06.2022
  • Maintain and enhance the Business with Existing and New Clients.
  • Take follow-ups For Samples and Schedules them for Testing.
  • Share the Reports of Testing with Clients.
  • Solve the Business related Queries of Clients.

Equity Dealer

SSJ finance Pvt Ltd
Rajasthan
11.2019 - 09.2021
  • Open New Demat Account
  • Handling Client Query
  • Punch order On behalf of Client
  • Share Company Research Calls.

Digital Media Trainee

Magic software Pvt Ltd
Noida
04.2018 - 06.2019
  • We receive files in Form of PFDs, Words , HTML,& EPUBs and with help of software Tools name PEARSONLR Tool Convert them to latest EPUB for compatible to KINDLE.
  • We need to debug and makes them error free.
  • Audio Tunning & Synchronization.

Education

B.Tech -

RD. Engineering College
Ghaziabad
04-2018

Diploma -

Guru Nanak Dev Institute of Technology
Rohini
04-2014

High School Diploma -

Ramjas Senior Secondar
Daryaganj
04-2011

Skills

  • Client Retention Strategies
  • Schedule Management
  • Sales proficiency
  • Customer Relations
  • Adaptability
  • Teamwork and Collaboration
  • Relationship Building

Certification

  • NISM VIII Certificate, October 2021.
  • NISM -V-A Certificate, February 2023.
  • ODIN Software.

Accomplishments

  • Top performing CRE in Education selling product Dec-2023 & Jan-2024
  • One of the Top CRE in BNP NFO Sales September ,2023.

Timeline

Client Relationship Executive

Sharekhan Ltd
10.2022 - Current

Business Development Executive

Farelabs Pvt Ltd.
10.2021 - 06.2022

Equity Dealer

SSJ finance Pvt Ltd
11.2019 - 09.2021

Digital Media Trainee

Magic software Pvt Ltd
04.2018 - 06.2019

B.Tech -

RD. Engineering College

Diploma -

Guru Nanak Dev Institute of Technology

High School Diploma -

Ramjas Senior Secondar

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Shubham Saxena