Message

Manish Ansari

As a seasoned Financial Advisor with over 3 years of experience, I have honed my skills in customer relationship management, effective sales techniques, business development strategies, corporate strategy planning, and superior client servicing. With a proven track record of success in helping clients achieve their financial goals, I strive to build long-lasting and trusting relationships with each individual I work with. I am adept at analyzing financial data, identifying investment opportunities, and providing sound advice tailored to each client's unique needs and objectives. My expertise in developing comprehensive financial plans and implementing strategic solutions has allowed me to consistently exceed client expectations and drive business growth. With a strong focus on delivering exceptional service and achieving measurable results, I am dedicated to helping clients navigate the complexities of the financial market and secure a prosperous future.

Key Skills

Customer relationship management
Business Analysis
Client Retention
Competitive Strategy
Effective Sales
Business Development

Professional Experience

Oct 2023
Present
Financial Advisor
BankSathi Financial Technologies Pvt Ltd New Delhi, IN
BankSathi Financial Technologies is a top leading financial aggregator of top leading banks and NBFCs like HDFC, Axis, Aditya Birla, and Max Life.
  • Managed a portfolio of high net-worth clients, providing personalized financial advice and investment strategies to meet their individual goals and objectives
  • Conducted in-depth financial analysis and market research to identify opportunities for client portfolio growth and diversification
  • Implemented competitive strategies to stay ahead towards financial goals.
  • Utilized effective sales techniques to upsell financial products and services, resulting in increased revenue and business development
  • Built strong customer relationships through regular communication and proactive account management, earning the trust and loyalty of clients
Jul 2020
Nov 2023
Group Lead
One 97 Communications Ltd New Delhi, IN
One97 Communications Ltd is a leading Fintech company providing almost all financial services at a single place like banking, insurance, and gateways.
  • Managed a team of customer relationship executives to ensure prompt and satisfactory resolution of customer queries and issues
  • Conducted business analysis to identify areas of improvement and implemented strategies to enhance customer satisfaction and increase sales
  • Developed and executed client retention strategies to retain existing customers and maximize lifetime value
  • Researched and analyzed market trends to develop competitive strategies that positioned the company as a leader in the industry
  • Utilized effective sales techniques to onboard new clients and expand the company's customer base, resulting in significant business growth

Education

Jun 2025
Sep 2022
B. S. Degree in ML/ Artificial Intelligence in IIT Madras, Chennai
IIT Madras, Chennai
Jun 2020
May 2023
B. A. (H) in Economics in Siddique Ahmed P G College, Deoria (U. P.)
DDU Gorakhpur University, Gorakhpur

Certifications

2023
Business Analytics
IIT Madras
2022
Basics 2 Advanced Finance
IndMoney

Achievements

2023
Financial Advisor With Gold Badge
  • This is a certified Financial Advisor badge with serving 1000+ happy clients.
  • This is a certificate which is earned by achieving 100K earning milestone.

Quote

Success is not a Straight line, It's much more of a "Dance and being Open to Possibilities".

~ ARIANNA HUFFINGTON

Hobbies & Interests

  • Travelling
  • Making Connections
  • Reading Business
  • Business Collaboration

Languages

Hindi
(Native)
Urdu
(Fluent)
English
(Fluent)

Career Aspiration

I aim to become a top-performing Advisor by expanding my client portfolio, increasing revenue through effective sales strategies, and enhancing customer relationships. I also plan to attain relevant certifications to further solidify my expertise in financial planning and investment management.

Get in touch with Manish