Sachin Rai

PGDM (Finance & Marketing) graduate with experience in financial services, sales operations, client relationship management, and business development. Skilled in KYC compliance, financial documentation, investment advisory (SIP, mutual funds), transaction processing, and data analysis using MS Excel. Proven ability in client onboarding, lead conversion, cross-functional coordination, and revenue support. Seeking roles in financial operations, banking, sales, or business development.

Senior Executive – Financial Services & Sales at Univest Communication Technologies Pvt. Ltd. (2025-10 – 2026-03)

• Managed client onboarding, KYC verification, and financial documentation ensuring regulatory compliance
• Promoted and sold investment products (mutual funds, SIPs) to clients
• Assisted clients in financial planning and investment decision-making
• Maintained transaction records, MIS reports, and financial data analysis using MS Excel
• Coordinated with operations, compliance, and sales teams for seamless execution
• Delivered post-sales support, query resolution, and customer retention strategies
• Handled end-to-end client lifecycle management

Business Development Executive (Territory Operations) at Asian Paints (2025-04 – 2025-09)

• Managed territory sales operations and distributor network performance
• Analyzed sales data, revenue trends, and business performance metrics
• Coordinated with logistics, supply chain, and internal stakeholders
• Supported pricing strategy, demand planning, and business expansion activities
• Generated reports on daily sales performance and operational efficiency

Bachelor of Arts – University of Delhi [KHALSA COLLEGE] (2019 – 2019)

PGDM in Finance & Marketing – FOSTIIMA Business School (2025 – 2025)