Shubham Kumar

Experience

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  StockGrow Private Limited

  Oct 2019 - Mar 2022

  Relationship Manager

  💼 Sales Professional | New Customer Acquisition | Business Development | Relationship ManagementAs a dedicated sales professional, I specialize in acquiring new customers and driving business growth. My expertise lies in identifying prospects, understanding their needs, and delivering tailored solutions that meet their objectives. With a strong focus on relationship management and consultative selling, I excel at building trust and rapport with potential clients, ensuring a seamless transition from prospect to loyal customer. My goal is to leverage my skills to expand market reach and contribute to organizational success. Show less

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  Edelweiss Wealth Management

  May 2022 - May 2023

  Assistant wealth manager

  💼 Assistant Wealth Manager | B2C Financial Advisory | Wealth Management | Mutual Funds | InsuranceAs an Assistant Wealth Manager specializing in B2C sales, I focus on delivering tailored financial solutions to individual clients. My expertise includes advising on wealth-building products such as Mutual Funds and Insurance, aligning investment strategies with clients' financial goals and risk tolerance. With a commitment to client education and relationship-building, I strive to empower clients to make informed decisions for their financial future. Show less

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  Choice

  Jun 2023 - Nov 2023

  Deputy Manager- Stock Broking

  💼 Deputy Manager | B2B & B2C Financial Sales | Stock Broking | Mutual Funds | Insurance | NCDAs a Deputy Manager, I specialized in advising both businesses and individuals on financial solutions, including Stock Broking, Mutual Funds, and Insurance. My role focused on delivering tailored investment and insurance strategies that align with each client’s financial goals. With a client-centered approach, I’m committed to building trusted relationships and providing clear, valuable guidance for long-term success. Show less

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  CARS24

  May 2024 - now

  Relationship Manager

  💼 B2C Loan Sales | Personal Finance | Customer Relationship ManagementAs an Associate in B2C loan sales, I specialize in providing personalized financing solutions to individual clients. My role involves assessing client needs, educating them on various loan products, and guiding them through the application process. With a focus on building strong relationships and delivering exceptional customer service, I aim to empower clients to achieve their financial goals through responsible borrowing. Show less