Abhineet Verma

ignificant Accomplishments:
Line of Products: Liabilities (CASA, Term Deposit), Assets (Credit Cards. Loans: Business, Personal,
Hone Auto) Investments (Mutual Funds, SIP’s, FD, Insurance-Life & Health)
❖ Heading a team of 22 wealth management professionals, delivering comprehensive financial planning
services tailored to high-net-worth individuals.
❖ Developing personalized investment strategies, aligning with clients' financial goals, risk tolerance,
and investment horizon.
❖ Managing a portfolio of around 95CR for high-value clients, overseeing asset allocation, investment
selection, and performance monitoring.
❖ Conducting regular reviews of portfolios, proactively offering recommendations to optimizing clients'
investment portfolios.
❖ Cultivating and nurturing strong client relationships, earning trust and loyalty through personalized
service and meticulous attention to their financial needs.
❖ Collaborating seamlessly with internal stakeholders, including investment analysts and legal advisors,
to provide holistic wealth management solutions.
❖ Consistently exceeding sales targets, making substantial contributions to the growth of Assets Under
Management (AUM)

Significant Accomplishments:
❖ Implemented a comprehensive sales funnel strategy that delivered a 6.6% increase in conversion rates,
resulting in 30 student enrollments in the inaugural cohort, contributing to a total admission of 150 students.
❖ Established effective business development processes, incorporating lead generation and follow-ups,
resulting in a noteworthy 50% improvement in lead-to-customer conversion rates.
❖ Engaged directly in sales efforts, personally managed cold calling to connect with potential leads and
generated new opportunities on a monthly basis.
❖ Oversaw the production of a video prospectus aimed at driving sales and elevating brand awareness,
resulting in a substantial 60% increase in program inquiries.
❖ Managed and provided mentorship to a team of 10 sales representatives, ensuring regular coaching and
feedback to maintain a high-performing and motivated sales team.
❖ Currently spearheading efforts to fill two additional cohorts: a virtual program catering to upskilling working
professionals and an offline MBA alternative targeting final-year college graduates and early to mid-career
professionals.
❖ Organized and executed offline orientations for the MBA alternative program, resulting in an enhanced user
experience satisfaction and a notable boost in conversion rates

Significant Accomplishments:
❖ Engaged in hiring, performance management, development, mentoring, coaching, and providing direction
to motivate the team. Conducted training for the Sales Team to ensure optimal performance.
❖ Initiated sub-groups or sub-teams as needed to address issues and perform tasks concurrently. Ensured that
deliverables were prepared to meet project requirements, cost, and schedule.
❖ Achieved a monthly revenue of 2 crores consistently throughout the year, employing various experiments to
reach this level.
❖ Displayed expertise in sales planning, strategies, and execution while leading a team of 45 Business
Development Executives (BDEs) and 3 Area Sales Managers (ASMs) to surpass forecasted targets.
❖ Analyzed the market and successfully launched the ICONIC product, thereby achieving a forecasted 40%
incremental revenue.
❖ Designed a CRM tool that resulted in 100% data accuracy, led the organization in prioritizing lead churning.
❖ Played a key role in recruiting 450 BDEs, contributed to the organization's growth, and introduced a bar
raiser round during interviews.
❖ Researched scholarship tests and launched V-SAT, which resulted in a 30% increase in revenue.
❖ Produced five leaders from the existing team who played pivotal roles in driving organizational growth.
❖ Initiated four main pilot projects - Gold Mining, Subscriptions, Bar Raiser, and Competitive Analysis.
❖ Received Best Leadership Award for Q2 (April, May, June) of 2021

Samsung India Electronics, Bangalore as a Brand Ambassador.  Responsible for the day to day running of the store, maintaining standards, ensuring legal compliance
checks on pricing etc
 Ensure achievement of sales targets which have been set for the department/s and provide input when deciding the targets
 Continually monitor the achievement of sales targets and take corrective measures where required
 Provide clarity progress towards targets by communicating to the team the department, store and
overall regional performance
 Enhance sales through identification of trends related to footfall, conversion, UPT etc.  Monitor achievement of sales targets and take corrective measure where required
 Ensure achievement of sales targets for the Floor/ Store
 Be familiar with local competition and respond accordingly in order to create competitive advantage
 Encourage and promote all opportunities to drive sales, leading by example
Motivate teams to drive sales and adhere to processes

 Responsible for increasing platform adoption across schools and students via various marketing
activities and strategic partnership.  Increase brand visibility, traffic, and traction for the cloud based personalized learning guidance
platform
 Setup, monitor and improve processes for lead generation, lead nurturing, closures, collections, customer service and renewal
 Identified and evaluated various partners and agencies to get schools on-boarded for the
"Discovery School Super League Powered by Byju's" competition.

as an Assistant Manager.  Identifying new sales and business opportunities.  Generating leads through professional networking and cold-call techniques
 Collecting and analyzing market information.  Conducting market research and telesales campaigns as required.