Bikram Samal

Results-driven Business Development Officer with experience in financial product sales, customer acquisition, and portfolio management. Skilled in driving revenue growth through consultative selling, cross-selling, and customer relationship management. Adept at promoting mutual funds, life insurance, and fixed deposits, with a proven ability to achieve sales targets and build long-term client trust.

Strong communicator, team player, and motivated professional committed to delivering business results in high-performance environments.

Sales Support at Invesco (2026-02 – Present)

• Provide sales and operational support for mutual fund business across MFD, National Distributor and banking channels.
• Co-ordinate with distributors, relationship managers, and banking partners for smooth execution of mutual fund transactions and business activities.

Business Development Officer at Shriram Finance Company (2025-07 – 2026-01)

• Manage end-to-end customer acquisition process, from lead generation to closing sales.
• Promote and sell mutual funds, life insurance, and fixed deposit products tailored to client needs.
• Maintain strong client relationships through consultative financial advisory and continuous follow-ups.
• Consistently work towards achieving and exceeding monthly and quarterly sales targets.
• Conduct market outreach activities including direct sales, outbound calling, and customer meetings.
• Collaborate with internal teams to ensure seamless client onboarding and portfolio management.
• Deliver product presentations and handle customer queries to improve satisfaction and retention.

Bachelor of Technology (B.Tech) in Computer Science and Engineering – Techno India Banipur (2019 – 2023)