Sristy Roy

Results-driven Relationship Manager with experience specializing in customer acquisition, retail equity brokerage, Demat & Trading account sourcing, and financial product cross-selling. Proven track record of consistently exceeding key performance targets, expanding investor client bases, and driving revenue growth. Adept at consultative sales, high-volume lead conversion, and client portfolio management while maintaining 100% SEBI regulatory compliance.

Cluster Manager at Axis Direct (2024-01 – Present)

• Customer Acquisition: Scaled monthly Demat & Trading account onboarding, consistently exceeding acquisition targets.
• Cross-Selling: Cross-sold third-party products including Mutual Funds, SIPs, and primary market issuances (IPOs) to retail investors.
• Portfolio Management: Managed a high-value portfolio of active trading clients, optimizing trading frequency and retention.
• Conversion Optimization: Enhanced lead-to-conversion efficiency through structured outbound calling workflows.
• Compliance: Ensured 100% compliance with SEBI guidelines, risk profiling, and KYC/AML protocols during onboarding.

Digital Acquisition Executive at Angel One (2023-06 – 2023-12)

• Account Sourcing: Driven digital customer acquisition, sourcing and onboarding active Demat accounts via digital lead pipelines.
• Digital Campaigns: Executed acquisition strategies, achieving a significant reduction in overall lead turnaround time.
• Cross-Functional Collaboration: Partnered with digital marketing teams to optimize onboarding collateral and conversion touchpoints.

Marketing & Research Intern at Learnmaxpro (2022-06 – 2022-07)

• Market Research: Conducted primary consumer behavior research across potential retail investors to map equity product adoption barriers.
• Campaign Support: Supported promotional campaigns, contributing to an increase in top-of-funnel lead generation.

Bachelor of Business Administration in BBA – St. Xavier's College of Management & Technology, Patna (2020 – 2023)

Senior Secondary in Commerce – Holy Cross School, Hazaribagh (2020)

Secondary Education in Class 10 – New Delhi Public School, Hazaribagh (2018)