Sakshi Singh

Effective sales and business development professional with experience in relationship management, B2B channel handling, mutual funds, insurance and financial products. Skilled in client onboarding, business development, product training and revenue generation.

Relationship Manager - Elevest

(2026-02)

• Handling B2B channel operations and distributor relationship management.
• Managing financial products including Mutual Funds, FD, Bonds and Loan services.
• Responsible for client onboarding and business process support.
• Providing product support and relationship management to business partners.
• Supporting revenue generation through financial product sales and client servicing.

Relationship Manager - Angel Financial Advisors PVT. LTD.

(2024-09 - 2026-02)

• Developed and maintained relationships with 160+ Mutual Fund Distributors to generate strong revenue.
• Supported smooth business processes including KYC, SIP, lump sum and insurance services.
• Helped distributors sell cross products like Insurance, Bonds and FD products.
• Provided regular market updates and market trends to distributors for client knowledge enhancement.
• Conducted product and portal training, webinars and seminars for smooth business operations.

Relationship Manager - ICICI Securities LTD

(2023-01 - 2024-08)

• Developed and maintained relationships with 1000+ customers resulting in increased revenue and market share.
• Assisted investors in identifying investment opportunities in the stock market.
• Designed investment portfolios including Mutual Funds, Bonds, Insurance and Equity Market products.
• Performed in-depth research on Mutual Funds, Equity and Insurance sectors.
• Analyzed company balance sheets, returns, investments and market trends.