سيد سمير

BUSINESS DEVELOPMENT EXECUTIVE·Aetram Finserv

الإمارات العربية المتحدة

ماجستير, Business and Marketing

الخبرة العملية

مجموع سنوات الخبرة: 11 سنوات, 5 أشهر

BUSINESS DEVELOPMENT EXECUTIVE

فبراير 2026 - حتى الآن

Aetram Finserv

دبي، الإمارات العربية المتحدة

فبراير 2026 - حتى الآن

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.

مجال الشركة:: الخدمات المالية
الدور الوظيفي:: الإدارة

wealth manager

فبراير 2025 - حتى الآن

Nuvama wealth and investment limited

بنغالورو، الهند

فبراير 2025 - حتى الآن

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.

مجال الشركة:: الخدمات المالية
الدور الوظيفي:: التمويل والإستثمار

CHIEF MANAGER – WEALTH MANAGEMENT

فبراير 2025 - أكتوبر 2025

Nuvama Wealth & Investment Ltd.

بنغالورو، الهند

فبراير 2025 - أكتوبر 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.

مجال الشركة:: الخدمات المالية
الدور الوظيفي:: المحاسبة والتدقيق

wealth management advisory manager

مارس 2024 - فبراير 2025

Equentis wealth advisory limited

بنغالورو، الهند

مارس 2024 - فبراير 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.

مجال الشركة:: الخدمات المالية
الدور الوظيفي:: التمويل والإستثمار

Marketing And Business Development Manager

سبتمبر 2020 - ديسمبر 2023

Byjus

بنغالورو، الهند

سبتمبر 2020 - ديسمبر 2023

مجال الشركة:: الإنترنت والتجارة الإلكترونية
الدور الوظيفي:: المبيعات

associate business development

أغسطس 2014 - أبريل 2020

Tagnaue media service

بنغالورو، الهند

أغسطس 2014 - أبريل 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.

مجال الشركة:: الإعلان
الدور الوظيفي:: المبيعات

التعليم

BANGALORE UNIVERSITY

يناير 2015

ماجستير، Business and Marketing

الهند

–

BANGALORE UNIVERSITY

يناير 2013

بكالوريوس، Banking And Finance

الهند

–

Skills

Global Business Development

Expert

Business Development

Expert

Wealth Management

Expert

Finance

Expert

CUSTOMER RELATIONS

Expert

SALES

Expert

ACCOUNT MANAGEMENT

Beginner

ADMINISTRATION

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

اللغات

الانجليزية

متمرّس

الهندية

مبتدئ

التدريب و الشهادات

الشهادات

Series XXI-A: Portfolio Management Services

V-A: Mutual Fund Distributor

Cloud Computing in SaaS

Oct 2023

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سيد سمير

مشاركة سيرتي الذاتية

الخبرة العملية

BUSINESS DEVELOPMENT EXECUTIVE

wealth manager

CHIEF MANAGER – WEALTH MANAGEMENT

wealth management advisory manager

Marketing And Business Development Manager

associate business development

التعليم

BANGALORE UNIVERSITY

BANGALORE UNIVERSITY

Skills

اللغات

الانجليزية

الهندية

التدريب و الشهادات

الشهادات

Series XXI-A: Portfolio Management Services

V-A: Mutual Fund Distributor

Cloud Computing in SaaS