manish User
@manishuser7
I grow financial-services revenue through channel partnerships and wealth-product sales.
IndiaWhat I'm looking for
At Choice Equity Broking, I drive B2B business development and channel relationships, growing branch revenue through capital-market and wealth-product cross-selling. I acquire and manage corporate and high-value NRI accounts while coordinating onboarding with Operations, Compliance, and RMS teams.
Previously at Sharekhan, I led the onboarding desk, reactivated dormant accounts, and converted retail clients into active F&O traders. I closed over Rs. 3+ Crores in mutual fund cross-sales and built a consistent Rs. 25+ Lakh monthly SIP book.
My experience also includes trading execution, advisory outreach, and operational leadership at Tradebulls Securities and Marwadi Shares & Finance. At Marwadi, I managed trading and operational desks across dual territories and supported 1,700+ active client portfolios.
With an MBA in Finance and Marketing and NISM Series VIII certification, I build trusted partnerships across Authorized Persons, Sub-Brokers, HNI, NRI, corporate, and VIP clients. I bring consultative selling, channel development, and integrity-led client service to financial-services growth.
Experience
Work history, roles, and key accomplishments
Dealer & Relationship Manager
Choice Equity Broking Pvt. Ltd.
Nov 2022 - Present (3 years 10 months)
Drive B2B business development and channel relationship management, executing regional sales strategies that grew branch revenue through cross-selling of capital market and wealth products. Acquire, onboard, and manage corporate and NRI accounts, delivering tailored full-service wealth management solutions.
Education
Degrees, certifications, and relevant coursework
National Institute of Business Management (NIBM)
Master of Business Administration, Finance and Marketing
Grade: CGPA: 5.9
MBA in Finance and Marketing from the National Institute of Business Management, completed in 2016.
Ganpat University
Bachelor of Business Administration, Finance and Project Management
Grade: CGPA: 6.2
BBA in Finance and Project Management from Ganpat University, completed in 2015.
S.B. Vidhayalaya
Higher Secondary Certificate, Commerce
Grade: Score: 70.00%
Higher Secondary Certificate (Commerce) from S.B. Vidhayalaya, completed in 2011.
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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