UDAY SHANKAR
Bangalore
Summary
Seasoned Client Advisor with strong background in building and maintaining client relationships. Highly skilled in providing strategic advice, managing portfolios, and addressing complex financial needs of diverse clientele. Demonstrated effectiveness in improving client satisfaction levels and retention rates through personalized service. Skilled communicator adept at explaining financial products, strategies, and regulations clearly to clients.
Overview
5
5
years of professional experience
Work History
Client Advisor
Nobroker
Bangalore
07.2023 - Current
- • Attend the qualified leads (which will be generated by the Presales team)
by meeting clients, where I will present tailored made options and will
bring our clients through a no-pressure education-based presentation
touchingon buying/investment
• Develop rapport and get to know the client and finding out about their
goals and vision for the future
• Educate on Property Investment and make your clients aware of the
incentives available to them, and open their eyes to different strategies
available for them to pursue
Area Sales Manager
WIZENOZE
Ranchi
01.2022 - 06.2023
- Develop Field Marketing Plans / Taking care of all BTL activities
Managing Client relationship / Creating & Implementing sales Strategy
Identifying and pursuing new business opportunities, establishing
partnerships with educational institutions.
Proven experience in business development & sales / Ability to work
independently and as part of team, Willingness to travel as needed
Business Development Associate
BYJU'S
Delhi
01.2021 - 01.2022
- To helping team to make their performance batter,
Maintaining Excel sheet, KYC, Finance, and sales audit. Negotiated
and maintained relationships with key clients to maximize sales
opportunities. Utilized CRM software to manage customer
relationships and track sales progress
Business Development Manager
Uolo Etech pvt Ltd
Ranchi
03.2019 - 12.2020
- Comfortable making cold calls and talking to new people all day
Closing sales opportunities through inbound lead follow-up and outbound cold calls and emails
Maintaining database (CRM, Excel, etc.) of prospective client information
Education
B.TECH (Computer Science) - Computer Science
National Institute Of Science And Technology
Orisha05-2017
Higher Secondary School (12th Class) - Science Education
Bokaro Ispat Senior Secondary School
Jharkhand04-2013
Secondary School (10th Class) -
DAV Public School
Jharkhand08-2011
Skills
- Hard-working
- Persuasive
- Motivator & Leader
- Decision making
- Strategic thinking
- Referral Coordination
- Client interaction
Lifephilosophy
If you can dream it you can do it.
Languages
- English
- Hindi
Languages
English
First Language
Hindi
Elementary (A2)
A2
Timeline
Client Advisor
Nobroker
07.2023 - Current
Area Sales Manager
WIZENOZE
01.2022 - 06.2023
Business Development Associate
BYJU'S
01.2021 - 01.2022
Business Development Manager
Uolo Etech pvt Ltd
03.2019 - 12.2020
B.TECH (Computer Science) - Computer Science
National Institute Of Science And Technology
Higher Secondary School (12th Class) - Science Education
Bokaro Ispat Senior Secondary School
Secondary School (10th Class) -
DAV Public School
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