Umang Bansal

Business Development Manager

A.C Agarwal Share Brokers Pvt Ltd

03.2024 - Current

Generated new business with marketing initiatives and strategic plans.
Negotiated and closed long-term agreements with new clients in assigned territory.
Facilitate connections between HNI clients and profitable algo traders, fostering win-win opportunities and enhancing client returns.
Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
Cross selling financial products (Mutual funds, AIF, PMS)
Used to mostly work with alga trader to help them set up their account.
Flood Crisis Response: Worked day and night for three consecutive days during a flood crisis to mitigate operational disruptions and ensure uninterrupted client service.
Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
Monitored market trends and competitor activities to identify areas of potential opportunity.
Collaborated closely with marketing teams to develop targeted campaigns that generated high-quality leads for the sales pipeline.
Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
Assist NRI clients in opening DP accounts with AC Agarwal Share Brokers and CP accounts with the firm’s clearing partner, ensuring seamless onboarding and regulatory compliance.