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Sales Real Estate

New Delhi, Delhi, India
December 20, 2019

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Seeking assignments in Business Development /Investment Advisory/Real Estate & Property Sales/Wealth Management/Equity Market Analysis / Portfolio Management/Client Relationship Management with an organisation of high repute

Professional Synopsis

A result oriented professional with over 15 years of cross cultural experience in Business Development, Marketing, Equity Analysis & Research, Commodities, Real Estate Advisory, Liability, Retail Assets (LAS, LAP) Portfolio Management and Customer Relationship Management.

Presently working as Founder @ Agent Hero Private Limited.

Expertise in managing, reviewing and undertaking appropriate investment activities for HNI clients, consistent with the philosophy, guidelines and client needs.

A proactive planner with dexterity in identifying & adopting emerging trends to achieve organizational objectives and profitability norms.

Strong knowledge of the equity markets and experience of portfolio management at a leading investment management organization.

An AMFI, Capital Markets & Derivatives Certified Professional with excellent communication, relationship management, organisational & analytical skills.


C.S. (Foundation) from Institute of Companies Secretaries of India in 2001.

B.Com from University of Calcutta in 2001.

Areas of Expertise

Business Development:

Analysing various fund investment options; identifying and developing new streams for revenue growth and maintaining relationships with clients to achieve repeat/ referral business.

Utilizing client feedback & personal network for selling various investment products including property both residential and commercial.

Conceptualising sales promotional activities as a part market development effort for various investment, real estate and life insurance products.

Develop and manage broker network and channel partners especially for real estate sales.

Arrange corporate presentations and meetings for closing bulk deals in various corporate.

Equity Research:

Conducting market analysis to assess prevalent financial & economic environment, identify business risks & implement effective mechanisms to mitigate the same.

Performing Financial Review / Valuation Analysis; appraising the current state of affairs in the equity segment for determining the rate of ROI & risk levels for various investments.

Assessing the financial & economic environment to ascertain the most profitable investments suitable for sale; detecting / preventing frauds and money laundering.

Portfolio Management & CRM

Handling trading operations in capital & derivative markets; monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI.

Handling all client documents like Builder Buyer Agreement, Allotment letter, payment receipts, maintaining client data confidentiality, resolving customer complaints, managing transfers cancellations and refunds etc.

Analysing the financial capabilities of HNI clients, modelling Sensitivity Analysis for providing them apt investment solutions and ensuring minimum investment risk.

Providing strong control over fraud detection, monitoring AML guidelines and ensuring complete KYC processes adhered to.

Team Management:

Leading, mentoring & monitoring the performance of team members to ensure efficiency in process operations and meeting of individual & group targets.

Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance amongst Team members.

Career Highlights

Agent Hero Private Limited – Noida Founder & Director

Since July 2018- Till Present

(A dynamic Real Estate startup which besides being a B2b disruptive idea provides the technology platform where both the brokers and developers meet and transact.)

Setting the business platform from ideation stage to early revenues.

- Developing new dealer network with emphasis on business activation.

- Responsible for all activities related to Sales & Marketing.

- Responsible for revenue generation.

Development of technology platform and seamless integration of business.

Heading entire CRM/Administrative/Compliance Platform for the company.

Financial and administrative operations of the organization.

-Fund Raising initiative for the company.

-Managing different vendors of the organization.

-Hiring right resources for both sales and operations.

-Managing expenses and looking after cash flows and P&L of the company.

Wave Infratech Limited – Wave City, N.H-24 DGM- Sales and Marketing

Since October 2014- Till June 2018

(One of India's leading business conglomerates started its operations in 1963 and has since expanded across industries to create a niche for itself over the years. Wave Infratech was established as the real estate arm of the Wave Group. Since then it has evolved into one of the leading players in the real estate sector and is envisioned to soon become one of the largest real estate developers in the country.)

Strategic marketing & business planning.

- Marketing Activities such as Events & Exhibition for generating Leads.

- Design / develop / implement marketing / corporate communication initiatives.

Corporate Sales and Managing Channel Partners.

- Developing new dealer network and generating business from existing dealers.

- Responsible for all activities related to Sales & Marketing for Commercial / Residential Properties.

- Responsible for revenue generation.

- Lead generation and management.

Product planning in coordination with planning team based on realistic market demand & expectation.

Heading entire CRM Platform for the company.

Financial and administrative operations of the organization.

-Fund Raising for Land acquisition.

-Managing different vendors of the organization.

-Hiring right resources for both sales and operations.

-Managing expenses and looking after cash flows and P&L of the company.

Capital First Securities Ltd., Delhi State Head-Broking & Wealth (Delhi/ NCR)

Since- June 2009 - Till July 2014

(Incorporated in 2011, post 100% acquisition of FCH Centrum Wealth Managers Ltd, Capital First (formerly “Future Capital Securities Ltd”) is one of the leading financial companies in the country that offers innovative, customized and integrated financial solutions. It comprises investment banking, wealth management, portfolio management, stock broking, commodities, retail & wholesale loans and infrastructure & real estate advisory services.)

Spear headed the pilot team in North before and after the successful takeover and subsequent transition from FCH Centrum Wealth Managers Ltd to Future Capital Securities Ltd, including customers/employees/vendors/process migration etc.

Leading a result oriented team in Insurance, Equity, Currency and Commodity Broking/X- selling Real estate projects, structures and other wealth products and managing the Region Profitability, ensuring high quality service and Customer Relationship Management. Achievement of overall Regional Targets by generating business and cross sales and managing the vertical and its P&L independently.

Development of business strategies of the company. Creating a large distribution channel across multiple locations in a large geographical area viz; Delhi/NCR & entire North India.

- To build a high energy professional team of relationship managers.

- Setting targets and management of sales effort to meet or exceed business goals.

- Implementation of marketing strategies to assist company in attaining revenue goals, and creating education and awareness.

Driving profitable business in Equity/Commodity/Currency trading through a very large team.

Responsible for driving overall sales activities for residential and commercial properties, achieve Sales target and manage collections, Develop and manage broker network and direct sales team. Arrange corporate presentations and meetings for closing bulk deals in various corporate.

Catering ULTRA HNI customers, Corporates etc for their funding needs (Promoter Funding, LAS, Margin funding, and IPO Funding etc).

Creating a robust Franchisee/Sub Broker/Alternate Channel to distribute various financial products.

Cross selling wealth products to HNI’s/Ultra HNI’s viz; Property, Mutul Funds, Insurance, PMS, Structures, Estate planning, Will etc.

Dawnay Day AV India Advisors (P) Ltd., Delhi Team Manager-Wealth Mar’07-Feb’09

(Dawnay Day AV (DDAV) is an innovative financial services provider and advisory firm providing advisory services to individuals and institutional clients in India and abroad.)

Responsible for Recruitment and Management of Relationship Managers for sales/service of financial products such as Mutual Funds/Insurance/Equity Broking and PMS.

-Training & motivating RM’s to provide a better understanding of market/products.

-Monitoring & reviewing RM’s performance. Help them achieve maximum business.

-Attaining team targets assigned and meeting number deadlines effectively.

Providing wealth management services, financial planning, portfolio management services to HNIs.

-Maintaining relationship with existing clients and acquisition of new HNI clients.

-Meeting customers on a regular basis for achieving standards.

Barjeel Geojit Securities L.L.C, Dubai Relationship Manager May’06 – Feb’07

(A joint venture of Geojit with Al Saud Group dealing in equity markets, real estates and trading.)

Managing sale of various Investment and Life Insurance products through activities like:

- Handling a team of seven Financial Advisors.

- Financial modelling for analysing funds investment option.

- Tapping HNI and Retail Investors for selling entire range of product.

- Conducting Sensitivity Analysis for portfolio level deals.

- Setting strong control function, performing periodic process reviews to apprise top management.

- Achieving targeted penetration on cross sell within the preferred customer base.

- Assisting in asset allocation.

Received appreciation for achieving NFO targets.

Recognised as Key Resource in the first month of service.

Successfully handled over 700 NRI clients and assets of worth over 1 Billion INR.

Instrumental in over exceeding assigned revenue targets viz- 150% month on month basis.

HSBC Bank, Noida, India Financial Planning Manager Jan’04 – Apr’06

(One of the largest banking and financial services organisations in the world with over 9,500 offices across 76 countries.)

Handled sales and operation involved in various investments products through activities like:

- Ensuring efficient handling of the customers and network building. Acquire new customers and enhance existing customer relationships.

- Developing Checklists & Control Reports for detecting / preventing Fraud & Money Laundering.

- Preparing Financial Analysis and Asset Summary.

Recognized as Key Player for FPM Team in Delhi (India) for Investments.

Entrusted with the additional responsibility of Branch Banking, Cash Management and A/C Opening.

Gained exposure to Auditing System in Indian banks.

Handled Corporates, HNI’s and Institutions in Delhi market for investments.

Demonstrated excellence in achieving designated revenue targets throughout the career.

Promoted to FPM within one year of service.

Projects Undertaken

An Analysis of various insurance Polices in India with ICICI Bank.

Euro Effect on Gold Prices and Gold Trading In India with 24 Carat Investments Pvt Ltd.

Merger Report on Reliance India Ltd. and Reliance Petrochem with IIF.

Technical Skills

Well versed with Excel based Financial Modelling, basic office automation MS Office and Visual Based Programming.

Personal Profile

Date of Birth : 2nd November 1979

Languages : English, Hindi and Bengali.

Marital Status : Married

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