Open to opportunities

Sagar M

@sagarm

Sales Representative at IIFL Securities, prospecting clients and tailoring investment strategies to their financial goals.

India

Message

What I'm looking for

I'm seeking a challenging Sales Representative position where I can use my communication and negotiation skills to drive revenue growth and build strong client relationships.

At IIFL Securities, I prospect potential clients and work to expand the client base. I build relationships with high-net-worth individuals, institutional investors, and corporate clients.

I conduct client needs analyses to understand investment goals, risk tolerance, and financial objectives. I provide personalized investment recommendations and create tailored investment strategies.

At TLG India Private Limited, I prepared daily, weekly, and monthly team reports and handled customer and retailer issues involving products and stock.

I also conducted research, gathered information from multiple sources, and presented findings. I’m seeking a Sales Representative position where I can contribute to revenue growth and build strong client relationships.

Experience

Work history, roles, and key accomplishments

Business Associate

IIFL Securities

Jan 2021 - Jan 2026 (5 years)

Proactively identified and prospected potential clients to expand the client base and drive business growth. Built and maintained relationships with high-net-worth individuals, institutional investors, and corporate clients.

Sales Business Development Customer Relationship Management Investment Advisory Needs Analysis Prospecting

Product Survey Executive

TLG India Private Limited

Jan 2017 - Jan 2020 (3 years)

Prepared daily, weekly, and monthly reports of the team. Handled customer and retailer issues with products and stocks, and conducted research by gathering information from multiple sources.

Reporting Customer Handling Market Research Data Collection Teamwork