Balram Patidar

Lead-Digital Sales and Activation at @Findoc l Ex-Deputy Manager at @ JM Financial (Blinkx) | Ex- Assistant Manager at @Angel One | Ex- Relationship Manager at @IIFL Securities Ltd

Role
Lead-digital Sales and Activation at Findoc
Location
Gurugram, HR, IN
LinkedIn followers
500 followers

About Balram Patidar

I am a dedicated and results-oriented professional with 9 years of experience in Sales & …

Experience

  1. Lead-digital Sales and Activation

    Findoc

    Mar 2025 — Present · Gurugram, IN

    Currently working as Lead – Digital Sales & Activation at Findoc, driving digital growth, client acquisition, and engagement across key business functions:1. Activation:Leading new client acquisition efforts with a strong focus on digital channels, consistently delivering 35% organic conversions on a monthly basis.2. Reactivation:Managing reactivation of inactive clients — currently achieving over 12% reactivation rate, contributing to portfolio growth.3. MTF (Margin Trading Facility):Focused on expanding MTF usage, ensuring month-over-month growth in both client adoption and trade volumes.4.FTT (First Time Trade):Ensuring every new account trades within 5 days of activation, creating a smooth and engaging onboarding journey.5. CT (Continue Trading):Working to improve trading consistency — currently, 15% of active clients are trading regularly.6. Webinars:Hosting monthly product and learning webinars to educate and connect with clients on emerging tools and strategies.7. Product (Refer & Earn):Driving the Refer & Earn program, aimed at increasing both client quality and quantity through structured referral incentives.

Education

  • Dr. A.P.J. Abdul Kalam Technical University

    Bachelor of Business Administration - BBA

    2018 — 2020

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Balram Patidar — Lead-digital Sales and Activation at Findoc in Gurugram, HR, IN | Unifers