Open to opportunities

SANIDHYA NEGI

@sanidhyanegi

Message

Client-focused Wealth Manager transitioning to SaaS and B2B customer success.

India

Message

What I'm looking for

I’m transitioning into SaaS & B2B customer-facing roles where I drive client retention, product adoption, and revenue growth. I bring consultative selling, disciplined follow-ups, objection handling, and strong relationship management to improve outcomes.

I’m a client-focused Wealth Manager with nearly two years of experience in the BFSI sector, working closely with clients through consultative conversations, ongoing engagement, and proactive outreach. I manage portfolios of 60+ clients, aiming to strengthen retention, deepen relationships, and convert prospects into long-term clients.

At Fincart, I managed ₹10+ Cr AUM across 60+ clients while maintaining 95%+ client retention and renewal rates through proactive engagement, relationship management, and issue resolution. I delivered 150% of revenue targets by leading disciplined follow-ups, objection handling, and consultative selling across the client lifecycle.

I’m now looking to transition into SaaS & B2B customer-facing roles where I can contribute to client retention, product adoption, and revenue growth. I also enjoy collaborating with cross-functional teams and leading a team of 5 advisors to enhance client experience.

Experience

Work history, roles, and key accomplishments

Wealth Manager

Fincart

Jul 2023 - May 2025 (1 year 10 months)

Managed ₹10+ Cr AUM across 60+ clients, sustaining 95%+ client retention through proactive engagement, relationship management, and issue resolution. Conducted 100+ discovery calls to drive 15%+ conversions and achieved 150% of revenue targets via disciplined follow-ups, objection handling, and upsell/cross-sell that generated 30%+ business referrals.

Client Retention & Customer Success Consultative Selling Lead Qualification Negotiation Objection Handling CRM (Salesforce)Account Management Upselling Client Lifecycle Management

Education

Degrees, certifications, and relevant coursework

Dyal Singh College, University of Delhi

Bachelor of Commerce (Honours), Commerce

2020 - 2023

Grade: CGPA 8.203

Activities and societies: Participated in fundraising and university events; Senior Tech Member at ENSO Society—designed creative content, conducted research, and organized events.

Earned a B.Com (Honours) from Dyal Singh College, University of Delhi, achieving a CGPA of 8.203. Participated in fundraising and university events and served as a Senior Tech Member at ENSO Society by designing creative content, researching, and organizing events.