Amit Agarwal

Business Leader | Strategy & Growth | ICAI

Role
National Sales Head at JM Financial Ltd
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Amit Agarwal

A Qualified CA, with over 18 years of overall experience of driving business and growth. At JM Financial Services, as National Sales Head, we are creating Sales ecosystem Driving Sales & Distribution Channel Building DIY Client Onboarding CRM Implementation Strategic Partnership Tech Integration Setting Call n Trade Desk Digital marketing Leads Key Highlights Previous Roles Started off career with Finance, Accounting & Treasury management role - Funds Pay In / Pay Out Back office Development Liason with Banks and Exchanges Audit Process / Balance Sheet Set up Margin Trading Process Zone Business Head Gujarat to build and drive Business Setting up 20+ Branches Onboarded 200 + Agency Partners 300+ Headcount Recruitment Pan India Highest Productivity Launched Retail IPO Financing product Business Head North India Driving 50 Crore + Topline business 350+ B2C Team Size 400+ B2B Agency / DSAs / Franchise 30% Investment Product Revenue Innovative campaign \"PRAHAAR\" National Business Head for Pan India Leadership role 100 Cr + Topline Revenue 500+ B2C Team B2B Partners Building New Mobile Trading App Other than work I like Cricket, Badminton, Table Tennis. long drives, street foods, Bollywood songs, movies.

Experience

  1. National Sales Head

    JM Financial Ltd

    Sep 2022 — Present · Mumbai, IN

    Building New Sales BD Vertical Strategic Alliance Tie Up Set Up Digital Leads Created DIY Digital Journey Successful CRM Implementation Strong Daily Meetings Tracking Driving Margins and ARPU Y-o-Y growth in Productivity Set Up ReActivation Desk Building Call n Trade Desk Corporate Strategy

Education

  • SPSEC, Kanpur, India

    Middle School, General Studies

    1985 — 1992

  • DAV Public School, VIkaspuri, New Delhi

    10+2, Science/ Mechanical Drawing

    1993 — 1995

  • The Institute of Chartered Accountants of India

    CA

  • Delhi University

    Bcom(Hons), Commerce

    1995 — 1998

  • Indian Institute of Management, Lucknow

    GMPE, Management

    2011 — 2012

  • The Institute of Chartered Accountants of India

    CA, Accountancy/Taxation/Laws

    1999 — 2003

  • Gyan Mandir Public School, Naraina, New Delhi

    10th Standard, General Studies

    1991 — 1993

Skills

  • Derivatives
  • Securities
  • Financial Services
  • Investments
  • Equities
  • Capital Markets
  • Mutual Funds
  • Business
  • Team Management
  • Business Strategy
  • Management
  • Brokers
  • Financial Markets
  • Trading
  • Commodity
  • Business Development
  • Wealth Management
  • Relationship Management

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Amit Agarwal — National Sales Head at JM Financial Ltd in Mumbai, MH, IN | Unifers