Akshay Lal

• Executed B2B business development strategies across UAE markets, generating qualified leads and
converting them into long-term corporate clients
• Managed full sales cycle including prospecting, client meetings, solution pitching, negotiation, and
deal closure
• Delivered customized ERP and business solutions aligned with client financial and operational
requirements
• Identified new market opportunities to expand business pipeline and revenue channels
• Maintained CRM-based sales tracking, forecasting, and pipeline reporting
• Strengthened client relationships resulting in repeat business and contract renewals

• Managed high-value client portfolios across equities, mutual funds, and trading segments
• Provided wealth management advisory and financial planning solutions to HNI and retail clients
• Increased Assets Under Management (AUM) through strategic acquisition and retention initiatives
• Generated revenue through cross-selling of financial products and trading services
• Advised clients on equity markets, trading strategies, and investment opportunities
• Built and maintained long-term client relationships ensuring portfolio stability and growth
• Expanded regional business through new client acquisition strategies
• Mentored junior team members on CRM usage, sales execution, and product knowledge
• Ensured compliance with SEBI regulations and internal risk policies