T MANISH
Bangalore
Summary
Dynamic professional with expertise in Client Acquisition, Relationship Management, and Investment Strategy. Proven ability to develop tailored strategies and perform market research, driving measurable growth and compliance in financial services.
Overview
3
3
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Deputy Manager
Kotak securities
Bangalore
05.2025 - Current
- Developed comprehensive client acquisition strategies to expand customer base
- Conducted market research to identify potential clients and industry trends
- Monitored performance metrics for various investment vehicles and strategies
- Engaged in risk assessment to identify potential investment opportunities
- Ensured compliance with securities regulations when recommending investments or conducting trades.
- Developed tailored insurance policies for clients based on individual needs.
Business Development Executive
Shreeji Research
Bangalore
10.2024 - 03.2025
- Focus on expanding the client base and promoting financial services
- Drive revenue with clients
- Sales & Business Development Identity and approach new clients, promote services, and exceed sales targets
- Lead Generation: Generate leads via cold calling, referrals, social media, and market research
- Convert leads into active clients
- Client Onboarding & Support Guide clients through onboarding and provide ongoing portfel
- Sales Documentation: Maintain CRM and provide performance
- Parent company of Shubh stocks capital
Business Development Executive
Shubh stocks capital
Bangalore
06.2023 - 10.2024
- Developed relationships with clients to identify business opportunities.
- Conducted market research to inform business strategies and decisions.
- Collaborated with cross-functional teams to enhance service offerings.
Education
Master Of Business Administration - Finance And Marketing
Jain University
04.2025 - 12.2025
B.Tech - Civil Engineering
National Institute of Science And Technology-Odisha
OdishaDiploma - Civil Engineering
Sanjay Memorial Institute of Technology
OdishaMatriculation -
Saraswati Vidya Mandir
Berhampur, OlihaSkills
- Investment Strategy
- Understanding of Management
- Relationship Management
- Client Acquisition
- Stock Market Updates
- Communication Skills
- Client Management
- Negotiations
- Customer Handling
Certification
- IRDA IC38
- Project Management, Career Ninja
Accomplishments
- Achieved full quota with 140% target completions
- Received a 3-times performance award
- Met quarterly target of 500,000 and achieved 600,000 in business at Shubh Stocks
- Served as Secretary at NIST Chang's club
- Participated at IIT Kharagpur Megalith Fest
Disclaimer
I do hereby declare that all the information is to the best of my knowledge.
Languages
English
Advanced
C1
Hindi
Upper Intermediate
B2
Odia
Proficient
C2
Timeline
Deputy Manager
Kotak securities
05.2025 - Current
Master Of Business Administration - Finance And Marketing
Jain University
04.2025 - 12.2025
Business Development Executive
Shreeji Research
10.2024 - 03.2025
Business Development Executive
Shubh stocks capital
06.2023 - 10.2024
B.Tech - Civil Engineering
National Institute of Science And Technology-Odisha
Diploma - Civil Engineering
Sanjay Memorial Institute of Technology
Matriculation -
Saraswati Vidya Mandir