Manish Agarwal

Experienced Marketing and Finance professional with 20+ years of experience spanning financial services, securities, investment services, sales, business development, branch operations, customer relationship management, and entrepreneurship. Proven experience in team leadership, client acquisition, HNI/MNI relationship management, investment portfolio development, sales strategy, branch profitability, and regulatory compliance. Entrepreneurial experience as a business owner, combined with extensive exposure to the securities and financial-services industry.

Strong capabilities in business development, client servicing, negotiation, team management, market analysis, sales planning, and operational management.

BUSINESS OWNER — TILES RETAIL BUSINESS - Self-Employed - Jamshedpur

(2014-01 - 2026-09)

Managed and operated a tiles retail business, overseeing end-to-end business operations, customer relationships, procurement, inventory, accounting, supplier management, and commercial negotiations.

• Managed day-to-day business operations, ensuring smooth and efficient functioning.
• Built and maintained strong relationships with customers and suppliers.
• Handled customer requirements, sales discussions, negotiations, and service delivery.
• Managed procurement and negotiated purchases with outstation suppliers.
• Oversaw stock planning, inventory control, and availability of products.
• Managed daily accounting and business records.
• Coordinated with suppliers to ensure timely procurement and continuity of operations.
• Handled commercial negotiations to achieve competitive purchasing terms.
• Developed practical understanding of retail sales, customer management, cash flow, procurement, and business administration.

AUTHORIZED PERSON / SUB-BROKER - Angel One Ltd.

(2019-01 - 2025-02)

Managed client relationships and business development activities within the financial-services and securities environment, with focus on customer acquisition, investment services, market information, and regulatory compliance.

• Managed client relationships and provided pre- and post-service assistance while adhering to applicable legal and compliance requirements.
• Acquired and developed relationships with HNI and MNI clients to support business growth.
• Generated revenue through new client acquisition and relationship development.
• Provided clients with market updates, research information, and relevant financial-market news.
• Assisted clients with investment ideas and portfolio-related strategies based on their requirements and risk considerations.
• Managed daily client trades and provided relevant market strategies and service support.
• Focused on customer satisfaction, relationship retention, and long-term client engagement.
• Maintained awareness of market developments and communicated relevant information to clients.

ASSISTANT BRANCH MANAGER - SMC Global Securities Ltd.

(2010-06 - 2013-11)

Managed branch-level sales, business development, customer service, team performance, recruitment, and operational activities.

• Led, motivated, and mentored branch team members to achieve organizational sales and business targets.
• Recruited and developed channel partners to expand market presence and customer reach.
• Ensured high levels of customer satisfaction through effective pre- and post-sales service.
• Ensured adherence to applicable legal and regulatory compliance requirements.
• Managed branch profitability and optimized available resources.
• Monitored business performance and supported effective branch operations.
• Worked on converting non-performing assets/accounts into productive business opportunities.
• Handled team recruitment, development, and performance management.

SALES MANAGER - IndiaBulls Securities Ltd.

(2008-02 - 2010-04)

Managed sales and business development activities with responsibility for team performance, client acquisition, channel development, and business monitoring.

• Led and motivated branch sales teams to achieve business objectives.
• Recruited and developed channel partners to strengthen market coverage.
• Expanded customer and client relationships through structured sales and business-development initiatives.
• Ensured effective pre- and post-sales customer service while maintaining compliance standards.
• Monitored MIS reports covering lead generation, business canvassing, and business closures.
• Managed and developed the HNI client database.
• Supported the development and performance management of Relationship Managers.
• Contributed to sales planning and execution in a competitive financial-services environment.

SENIOR RELATIONSHIP MANAGER (SRM) - SMC Global Securities Ltd.

(2006-06 - 2008-01)

Handled sales, marketing, client acquisition, relationship management, and team coordination within the securities and financial-services industry.

• Planned and implemented sales and marketing strategies to achieve business and profitability objectives.
• Developed strategies for expanding the client database.
• Focused on customer acquisition, relationship development, and client retention.
• Provided pre- and post-sales service while adhering to legal and compliance requirements.
• Monitored MIS reports covering lead generation, business canvassing, and business closure.
• Managed and developed HNI client relationships.
• Coordinated and supported Relationship Managers to achieve business objectives.

Summer Training - Sharekhan.com

(2005-07 - 2005-08)

Six Weeks | Project: Internet Trading

Summer Training - Anagram Securities Ltd.

(2005-06 - 2005-07)

Six Weeks | Project: Awareness of Futures & Options

Master of Business Administration (MBA) - Marketing & Finance - G.G.S. Indraprastha University, Delhi (2004 - 2006)

Bachelor of Science (B.Sc.) - Mathematics - Ranchi University, Ranchi

Intermediate in Science (PCM) - Science - JCC, Jamshedpur

Matriculation - B.S.R.B., Patna