
Sagar Joshi
Business Development Intern

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About me
Operations Analyst at Affluent Global Services Pvt. Ltd.
Education

St. John's Universal School
2001 - 2011ICSE 80%
Vivek College of Commerce
2013 - 2017BCom - Bachelor of Commerce Commerce 70%
Vivek College of Commerce
2011 - 2013HSC Commerce 74%
Experience

Cactus Communications
May 2017 - Nov 2017Business Development InternInterned under Project Management for the first 3 monthswhere I worked on the project APPEAR, which included QC,compliance analysis of the documents and then uploading ofit on the portal.Interned under Business Development for the latter 3months where I worked on a Sales Database namelySalesforce and also worked on competitive analysis bycreating various SOPs and CIs.

Zerodha
Sept 2018 - Oct 2019- Handling and resolving customers' queries promptly.- Cross selling the new products.- Educating the clients about the new regulations. - Helping clients in the Demat account opening.- Pitching and cross-selling the right product.- Acquiring new clients by onboarding partners and from existing clients via referral programs.
Assistant Manager - Sales & Customer Support
Aug 2019 - Oct 2019Inside Sales Executive
Sept 2018 - Aug 2019

Affluent Global Services Pvt. Ltd.
Mar 2023 - nowOperations Analyst
Licenses & Certifications

BSE- Basic Course in Stock Markets
Bombay Stock ExchangeFeb 2017
Advanced Course in MS Excel
InternshalaAug 2017
Languages
- enEnglish
- hiHindi
- maMarathi
- koKonkani
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