Sanjana Kalra
@sanjanakalra
I drive client acquisition and financial product sales through consultative relationship management.
IndiaWhat I'm looking for
I've advised clients at Citus Wealth on mutual funds, equities, and financial products, translating analysis and risk profiling into clear recommendations that support sales conversations. I also built and back-tested investment, hedging, and F&O strategies to strengthen client pitches.
Previously, I exceeded business targets as a Client Acquisition Manager at Finnew Solutions, growing customers through pipeline planning, cross-selling, and up-selling. My MBA in Finance and experience with market reporting, financial products, and client engagement help me turn needs-based conversations into revenue.
Experience
Work history, roles, and key accomplishments
Executive
Citus Wealth
Sep 2025 - Mar 2026 (6 months)
Advised clients on mutual funds, equities, and other financial products, turning analysis and risk profiling into clear recommendations. Built and back-tested investment, hedging, and F&O strategies to strengthen product knowledge and client pitches.
Client Acquisition Manager
Finnew Solutions Private Limited
Feb 2025 - Jul 2025 (5 months)
Drove topline growth by consistently achieving and exceeding assigned business targets through disciplined pipeline planning and time management. Grew new customer acquisition across assigned territory, identifying and closing cross-sell and up-sell opportunities.
Intern
Yogabar (ITC)
Oct 2024 - Dec 2024 (2 months)
Reconciled ledgers across multiple accounts, managing high-volume processing workflows with a high level of accuracy for diverse clients. Monitored e-commerce invoices for accuracy and prepared summary reports flagging discrepancies.
Education
Degrees, certifications, and relevant coursework
ISBR
Master of Business Administration, Finance
2022 - 2025
Pursued an MBA in Finance from ISBR, Bangalore University, from August 2022 to January 2025.
Gauri Devi Women College
Bachelor of Commerce, EAFM
2019 - 2022
Completed a Bachelor of Commerce with a focus on EAFM from Gauri Devi Women College, Matsya University, from July 2019 to June 2022.
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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