Vishal Chauhan
Retail Sales Associate
Ahmedabad
Summary
Results-oriented professional seeking a challenging role within a respected organization that promotes opportunities for significant contributions and professional growth. Eager to leverage skills and experience to enhance organizational effectiveness while pursuing continuous development. Committed to achieving excellence and making a meaningful impact in the workplace. Passionate about embracing new challenges that facilitate personal and professional advancement.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Cluster head
Choice international pvt ltd
04.2025 - Current
- Lead and manage a team of sales professionals, providing mentorship, guidance, and continuous training to enhance team performance.
- Develop and implement effective sales strategies and plans to consistently achieve company sales targets and business objectives.
- Build and nurture strong relationships with key clients and prospects, identifying opportunities for upselling and cross-selling.
- Conduct in-depth market research to identify new business opportunities and stay informed about industry trends and the competitive landscape.
- Understand client requirements to deliver tailored financial solutions and exceptional customer service.
- Collaborate with marketing, product development, and other departments to ensure a seamless sales process and effective communication.
- Track sales performance, analyze data, and generate reports to monitor results and identify areas for improvement.
Sr unit manager
Motilal Oswal financial services pvt ltd
03.2022 - 03.2025
- Led a team of 12 members, driving sales performance and business growth.
- Sourced new clients for Demat and Trading accounts.
- Onboarded high-value portfolio clients and active trader accounts to the company.
- Conducted business development activities to acquire corporate accounts.
- Promoted and cross-sold a wide range of financial products, including: Mutual Funds, Health & Life Insurance, Unlisted Shares, PMS, AIF, and Two/Four-Wheeler etc.
Area sales manager
HDFC security pvt ltd
08.2021 - 02.2022
- Rm and motivated a team of sales executives to achieve business objectives.
- Managed monthly sales targets for Demat account acquisition and cross-selling of Mutual Funds.
- Focused on maximizing team productivity and overall performance.
- Monitored sales calls, provided regular feedback, and prepared reports for management highlighting areas of improvement.
- Conducted weekly team meetings to review progress and align goals.
Area development manager
Tradebulls security pvt ltd
08.2019 - 07.2021
- Responsible for handling and managing the sales team.
- Motivating and guiding sales executives to achieve individual and team performance goals.
- Driving monthly sales targets for Demat account acquisition and cross-selling of Mutual Funds.
- Monitoring calls, providing constructive feedback, preparing reports, and highlighting areas of improvement to management.
- Conducting weekly team meetings to review performance and align on objectives.
Sr.Relationship Manager
Angel Broking ltd
05.2016 - 07.2021
- Sourcing new clients for Demat, Trading, Currency, and Commodity accounts.
- Introducing high-value portfolio clients to the company.
- Conducting business development activities to acquire corporate accounts.
- Onboarding and managing active traders’ accounts.
- Promoting and cross-selling a wide range of financial products, including Mutual Funds, Mediclaim, Insurance, Home & Personal Loans, and Vehicle Insurance (Two-wheeler & Four-wheeler)
Education
M.com - undefined
Vivekanand college
01.2018
B.com - undefined
Gujarat college
01.2015
12th - undefined
Sarvajanik high school
01.2012
10th - undefined
Sarvajanik high school
01.2010
Skills
Strategic planning
Interests
Travelling & music
Awards
- Motilal Oswal Financial Services Ltd
- Awarded Excellence in Investment Products (IP & AP) and Highest QNCA Pan India in H1 FY 2023–24., Pattaya Contest Winner (April–May 2022) – Top 1 in Pan India for UL Sales category., Dazzling Dubai Contest Winner (June–July 2023) – Top 2 in Pan India for UL Sales category., JFM Insurance Contest 2024 – Top 5 in Pan India for UL Sales category., May & July QNCA Contest 2024 – Top 2 in Pan India for UL Sales category., Angel Broking (as Relationship Manager)
- Received CMD Award – Pan India for Highest Account Sourcing (2016–2017)., Received CMD Award – Pan India for Highest Cross-Sell Insurance Sourcing (2017–2018)., Qualified for 5 international foreign trips for outstanding performance in Cross-Sell Insurance products., Successfully achieved Team Handling Excellence Recognition for driving team productivity and sales growth.
Timeline
Cluster head
Choice international pvt ltd
04.2025 - Current
Sr unit manager
Motilal Oswal financial services pvt ltd
03.2022 - 03.2025
Area sales manager
HDFC security pvt ltd
08.2021 - 02.2022
Area development manager
Tradebulls security pvt ltd
08.2019 - 07.2021
Sr.Relationship Manager
Angel Broking ltd
05.2016 - 07.2021
M.com - undefined
Vivekanand college
B.com - undefined
Gujarat college
12th - undefined
Sarvajanik high school
10th - undefined
Sarvajanik high school
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