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Syed Sameer ulla, BUSINESS DEVELOPMENT EXECUTIVE

Syed Sameer ulla

BUSINESS DEVELOPMENT EXECUTIVE·Aetram Finserv

United Arab Emirates

Master's degree, Business and Marketing

Work experience

Total years of experience: 11 years, 5 months

BUSINESS DEVELOPMENT EXECUTIVE

February 2026 - Present

Aetram Finserv

Dubai, United Arab Emirates

February 2026 - Present

Acquired and managed retail and HNI clients for Forex and financial market products.
Conducted outbound sales activities, lead generation, and client prospecting.
Built strong client relationships through consultative selling and regular follow-ups.
Presented market opportunities, trading solutions, and investment-related services.
Collaborated with internal teams to improve client onboarding and retention.
Consistently worked toward achieving monthly revenue and client acquisition targets.
Maintained CRM records and sales pipeline management.
Company industry:
Financial Services
Job role:
Management

wealth manager

February 2025 - Present

Nuvama wealth and investment limited

Bengaluru, India

February 2025 - Present

Acquired and managed 50+ HNI clients with total AUM of ₹120 Cr.

Provided investment advisory across Mutual Funds, real estate, PMS, and Bonds.

Achieved annual revenue target of ₹1.5 Cr through client relationship management.

ensuring consistent performance and client satisfaction.
Company industry:
Financial Services
Job role:
Finance and Investment

CHIEF MANAGER – WEALTH MANAGEMENT

February 2025 - October 2025

Nuvama Wealth & Investment Ltd.

Bengaluru, India

February 2025 - October 2025

Developed and managed portfolios of HNI and Ultra-HNI clients, delivering customized
investment solutions.
Managed ₹50 Cr+ in client portfolios within the first year.
Expanded AUM by converting idle assets into managed investments across PMS, Mutual Funds,
and Structured Products
Conducted periodic portfolio reviews and market updates to enhance client retention.
Ensured 100% compliance with SEBI standards, strengthening client confidence and referrals.
Company industry:
Financial Services
Job role:
Accounting and Auditing

wealth management advisory manager

March 2024 - February 2025

Equentis wealth advisory limited

Bengaluru, India

March 2024 - February 2025

Provided comprehensive investment advisory to HNI and UHNI clients across Unlisted shares and PMS,

Designed customized wealth strategies aligned with clients’ financial goals and risk profiles.

Conducted financial planning and asset allocation reviews to ensure portfolio performance and diversification.

Collaborated with research and product teams to identify high-performing investment opportunities.

Consistently exceeded sales and revenue targets through client retention and referrals.
Company industry:
Financial Services
Job role:
Finance and Investment

Marketing And Business Development Manager

September 2020 - December 2023

Byjus

Bengaluru, India

September 2020 - December 2023

Company industry:
Internet & E-commerce
Job role:
Sales

associate business development

August 2014 - April 2020

Tagnaue media service

Bengaluru, India

August 2014 - April 2020

Managed end-to-end business development activities in media and advertising services.

Acquired new corporate clients and strengthened relationships with existing partners.

Created customized marketing and advertising proposals to meet client objectives.

Coordinated with creative and operations teams to deliver campaigns on schedule.

Achieved consistent revenue growth through strategic client acquisition and retention.

Ensured brand visibility and client satisfaction through performance-driven campaigns.
Company industry:
Advertising
Job role:
Sales

Education

BANGALORE UNIVERSITY

January 2015

January 2015

Master's degree, Business and Marketing

India

–

BANGALORE UNIVERSITY

January 2013

January 2013

Bachelor's degree, Banking And Finance

India

–

Skills

Global Business Development

Expert

Business Development

Expert

Wealth Management

Expert

Finance

Expert

CUSTOMER RELATIONS

Expert

SALES

Expert

ACCOUNT MANAGEMENT

Beginner

ADMINISTRATION

Beginner

C

Beginner

CFO

Beginner

CLOSING

Beginner

COMPETITIVE

Beginner

CONFERENCES

Beginner

CONTRACT MANAGEMENT

Beginner

Management

Expert

Business Development

Expert

Customer Service

Expert

Negotiation

Expert

Team Management

Expert

Leadership

Expert

ACQUISITION PROCESSES

Intermediate

FINANCIAL SERVICES

Intermediate

GROWTH STRATEGIES

Intermediate

INTERNATIONAL BUSINESS

Intermediate

PUBLIC PRIVATE PARTNERSHIPS

Intermediate

REAL ESTATE

Intermediate

RELATIONSHIP MANAGEMENT

Intermediate

WEALTH MANAGEMENT

Intermediate

Languages

English

Expert

Hindi

Beginner

Training and Certifications

Certifications
Series XXI-A: Portfolio Management Services
V-A: Mutual Fund Distributor
Cloud Computing in SaaS
Oct 2023