Open to opportunities

Ashif Khan

@ashifkhan

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Sales and Relationship Management professional with 5+ years in stock broking, lead conversion, and Demat onboarding.

India

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What I'm looking for

I’m looking for a role in stock broking/financial services where I can drive lead generation, Demat/KYC onboarding, and cross-selling to hit monthly targets—while delivering strong customer support, retention, and long-term client relationships.

I’m a results-driven Sales and Relationship Management professional with 5+ years of experience in stock broking, telesales, customer support, and business development. I’m focused on revenue generation through strong client handling, follow-ups, and consistent target achievement.

In my most recent role as a Telesales Executive, I handle outbound sales calls, generate qualified leads, and convert prospects into trading and Demat account customers. I guide clients on financial and investment-related products and achieve monthly sales targets through regular follow-ups.

As a Relationship Manager across multiple organizations, I’ve managed client portfolios, supported market-related needs, and handled Demat onboarding and KYC processes. I drive growth through cross-selling and upselling, while maintaining engagement and retention by resolving client concerns efficiently.

I work confidently with CRM tools and reporting in MS Excel and Google Sheets, ensuring clean lead tracking and smooth operations with internal teams. With strong communication and negotiation, I aim to build long-term customer relationships that support business outcomes.

Experience

Work history, roles, and key accomplishments

Current

Telesales Executive

Current

Nexora Solutions

Aug 2025 - Present (10 months)

Handled outbound sales calls to generate qualified leads and convert prospects into trading and Demat account customers. Guided clients on financial and investment products while achieving monthly sales targets through regular follow-ups.

Outbound Sales Lead Generation Demat Account Opening CRM Tools Customer Relationship Management

Relationship Manager

Rudra Shares & Stock Brokers

May 2024 - Jun 2025 (1 year 1 month)

Managed client portfolios and provided market-related support while handling Demat onboarding and customer relationship management. Generated revenue through cross-selling financial products, maintaining strong engagement and retention.

Client Portfolio Management Demat Onboarding Market Support Cross Selling Financial Products Customer Retention Client Engagement Customer Relationship Management

Relationship Manager

Kedia Capital

Apr 2023 - Mar 2024 (11 months)

Managed client portfolios and shared market updates while handling Demat operations and customer queries. Generated business revenue through upselling services and coordinated with internal teams for smooth operations.

Client Relationship Management Operational Coordination Revenue Generation Client Portfolio Management Demat Operations Upselling

Relationship Manager

IIFL Securities

Apr 2021 - Mar 2023 (1 year 11 months)

Managed client portfolios and handled onboarding processes, providing trading platform support and KYC assistance. Built long-term customer relationships, improved retention, and resolved client concerns efficiently.

Client Onboarding KYC Client Relationship Management Portfolio Management Customer Retention Customer Support

Telesales Executive

Angel One

Jun 2020 - Mar 2021 (9 months)

Generated leads through outbound calling campaigns and converted prospects into active clients and trading accounts. Assisted customers with onboarding documentation and consistently met sales and conversion targets.

Outbound Calling Lead Generation Lead Conversion Documentation Sales Target Achievement

Customer Care Executive

Teleperformance

Apr 2018 - Mar 2020 (1 year 11 months)

Handled customer queries and resolved complaints, maintaining customer satisfaction through timely support. Managed customer issues professionally while ensuring clear communication and follow-through.

Customer Support Complaint Resolution Issue Management Communication Customer Satisfaction Problem Solving