Sameer Kapoor Email & Phone Number

Noida Area, India

Our assignments encompasses Business Transformation, Organization Restructuring, Developing Product & Proposition, Aligning Sales Team, Designing Sales process, MIS and success parameters, Software Overhaul and various other related activities, Building Proposition, Corporate Website, Presentation and other proposition tools, Process streamlining and CRM Implementation, Assistance in building USPs along with Digital reach of financial products and Online businesses etcThe organizations, that we assisted includes Elite Wealth, Religare, Coalshastra.com, Ontrust Capital, Investsure.biz, Pace 360, Mansukh Securities & Finance, Moneysukh, Bonanza Portfolio, bigul, Viztaar, Aristotle Consultancy, Seedup.in, Mstox, Artsy Corner, Gravitymart.com, Master Capital, EZ Wealth, Indovax, Bankkeeping, Elite Realty and many more....

New Delhi Area, India

• Responsible for Online business development (Internet based trading platform) including Revenue generation, new products launch, pricing structure, service proposition, Client acquisition and Activation, Website traffic, Online marketing (SEO & SEM), Training and development etc (website : www.religareonline.com)• Online product bouquet includes equities, commodities and currency broking, Insurance, MF and IPOs, Upfront subscription plan and research plans.• Responsible for setup and managing Captive Contact center (BPO/KPO) (with strength of 200+)which includes Call n trade team, Activation team, Central Dealing room & NRI servicing desk.• Instrumental in evolving and implementation of strategies like Formulation of policies for customer segmentation, Customer Lifecycle management and structures for cost recovery/savings or revenue enhancement. • Responsible for driving customer engagement programs through emails, sms communicating ease of process, key features of product, new pricing schemes, special offers, etc• Business development initiatives like generation/collection of databases to ensure lead flow to channels for acquisition of clients.

Mumbai Area, India

• Responsible for revenue generation from Online business. Role involves driving Acquisition from Sales team, branches and channel partners, initiating activation of inactive customers through captive BPO/KPO, new product development to suit customer needs. (website : www.investsmartindia.com, www.hsbcinvestdirect.co.in)• As a part of the Product team, involved in evolving and implementating strategies for achieving revenue target from equities business. In-depth business management by the way of Client profiling, Research & Products standardization, Competitor Analysis, Key Accounts servicing, budget formation, Productivity Analysis, Incentive & Reward schemes etc. Formulation of policies for customer segmentation, customer lifecycle management and structures for cost recovery/savings or revenue enhancement.• Process improvements, Product Due diligence (PDD) preparation, Sales process defining, Adherence to Group policies – identification of gaps and implementation of guidelines stated in Functional Instruction manual (FIM) and Business Instruction manual (BIM) • Lead several business development initiatives like generation of leads, Channel development, corporate presentations, new product development etc,* Previous to this role, leading Commodites corporate desk catering to large size corporate clients like Olam, Noble, AWB, L&T, Britannia, Binani, etc

Instrumental in Setting up and promotion of Online trading platform for equities. Instrumental in setup of branches (in places like Delhi, Mumbai, Jaipur, Chennai, Indore) Independently handling Commodities business in respect of Exchange and Clients relating to trade, margins, contract documents, cash management and record building. Achieved high turnover in Commodities and breakeven within short span of time. Instrumental in establishment of jobbing desk in Delhi for Equities and Commodities consisting of more than 50 jobbers. Business Development activities like Corporate presentation, HNI meets, branch meets etc. Contributed to franchisee network development by setting up of KU band network and subsequently large number of franchisee

Independently handling Research desk and Commodities business in respect of Exchange and Clients relating to trade, margins, contract documents, cash management and record building. Fundamental & Technical Analysis/ Trading for Stocks.

Business development by Identifying and developing relations with overseas exporters and domestic importers. Fundamental and Technical Analysis for Commodity Futures (Soybean Oil, Crude Palm Oil, Soybean meal) traded at Chicago Board of Trade (CBOT), Malaysia Derivative Exchange (MDEX), National Board of Trade (NBOT). Preparation of cause and effect analysis and analyzing impact on International commodities and currency prices. Suggesting appropriate Risk Management & speculation strategies, Financial and Portfolio Management and sending reports to reputed clients on regular basis.

Cfa, Finance

M.F.M., Finacial Management

B.Com., Commerce