Sameer Aggarwal Email & Phone Number

Mumbai Area, India

At IIFL I have worked closely with One of the most successful Entrepreneurs In India, Founder Mr. Nirmal Jain, and India’s top Financial Leader and CEO Mr. Arindam Chanda in Designing and Execution of Sales Strategy. IIFL Securities is India’s top Financial Services Company with more than 4 million retail customers. It offers all financial products like.

Mumbai Area, India

I along with my Co-Founder Abhimanyu Sofat boot-strapped this Fintech Business with the main aim of Democratisation of Investing In India. Funded by India’s best 5 seed-stage investors, AdviseSure was India’s 1st Fee-based Robo- Advisory Fintech business. The advisory process was powered by Machine Learning and Artificial Intelligence AI, to deliver Truly.

Mumbai

 Drawing annual business plan for the branches and responsible for its achievement, month on month.  Manage SME cross-sales and business development of Mortgage and unsecured loans at 10 branches of Western and Central region of the company. Locations are, Mumbai, Ahmedabad, Rajkot, Pune, Nagpur, Nashik, Surat, Rajkot, Indore, Bhopal  Recruit and hire a.

Mumbai Area, India

 Drawing annual business plan for the branches and responsible for its achievement, month on month.  Manage business development of Financial planning and other financial product sales at 4 branches across India, of the company. Locations are, Pune, Chandigarh, Aurangabad, Ludhiana.  Launching India’s first Fee based financial planning product for.

Mumbai Area, India

• .Risen to the position of Wealth Management Head within 2 years of joining after the successful launch of Cross-Sell Businessin Western & Southern India
• Raised more than Rs.150 cr. in 2009-10 for Inhouse Equity PMS Products
• Executing People, Strategy & Operations process within the vertical through 200+ sales team
• Coordinate with various stakeholders to ensure business plan targets are met

Chandigarh Area, India

 Managing a team of 14 Wealth Relationship Managers for sales of HNI broking accounts (5lacs above margin), PMS and Structured Products, Mutual Funds for Punjab, Haryana and Chandigarh region.  Self acquisition & management of more than Rs. 50 lac. Relationships, across region. Managing dealing and operations for generation of revenues and retention of.

Ludhiana Area, India

 Handling products like Mutual Fund, Life Insurance, General Insurance, RBI Relief Bonds, Gold, IPO’s,Safety Bonds through self sourcing,12 Branches, Agency Channel Acquire and managing Relationships with HNI Clients and corporate.  Peer management & Collaborating with branch team for achievement of business targets Managing team of branch INS.

Ludhiana Area, India

 Steering efforts, in single handedly setting up the distribution vertical with Mutual funds, Govt securities, Insurance, IPOs & HNI Broking accounts sales as major products. Acquiring HNI relationships and managing them to achieve business targets. Handling B2B channel for distribution of TPD products and Broking accounts.  Helped the designated.

Ludhiana Area, India

 Executing all aspects of auditing, including finalization of financial statements, compliance of all statutory regulations, financial and accounting planning, Tax calculations etc.  Liaising with clients from relationship management to communication of final financial statements.  Key accounts handled included Ralson India Limited, Capital Local Area.

Exec Program In Strategic Management, Strategy, I

Activities and Societies: Projects, Class room discussion, Strategy Debates

Chartered Accountant, Accounting And Business/Management, I

Bachelor Of Commerce - Bcom, Business/Commerce, General, 1St

Tenth, Matric

Matriculation, Mathematics, Science, Social Studies

Activities and Societies: Athletics and Arts

Sixth, Sixth