1. SUMIT RAJENDRA ACHARYA
55, RNA Broadway Avenue B/22 CHS Ltd, Near Jangid Complex, Mira Road East, Thane 401107.
Phone: +91 9920930055 | Email: acharyasumit1@gmail.com | Mumbai, India
CARRER PROFILE
A qualified professional with more than 13 years of extensive work experience in Business
Development and Customer Relationship Management.
A strong motivator and team player with effective leadership, communication, decision making,
problem solving and interpersonal skills, together with a bottom-line corporate focus and a results-
driven attitude.
KEY SKILLS
 Business Development (Branch & Franchisee Network).
 Customer Relationship Management.
 CRM Training of PAN India Dealers
 PAN India Dealing Staff Surveillance and Work Audit.
 Monitor Ongoing Performance
 Trade Surveillance.
 Business Management and Operations.
 Compliance Reporting (Internal, Exchange and Regulatory Audits)
 Cluster Management.
 Marketing and Sales Planning.
 Seminar and Presentations.
 Risk Management.
PROFESSIONAL ACHIEVEMENTS
 Promoted from Executive Dealing to Manager Dealing in April 2008.
 Promoted from Manager Dealing to Franchisee Manager in April 2011.
 Acquired 58 Franchisee in FY 2011-12.
 Revenue DOUBLED in THREE months of assigned SIX Branches in July 2015.
 Achieved Highest Client Activation Target through CRM activity in September 2015.
 Passed NISM Equity Derivative VIII with 74% in June 2016

2. PROFESSIONAL EXPERIENCE
PHILLIP CAPITAL INDIA PVT LTD.
Designation: Manager Franchisee Commodities
Duration: From April 2016 till date
 Franchisee Business Development
 Advising HNI and Corporate Clients about their portfolio.
 Maintaining Relationship with Existing Active and Inactive Clients for Retention.
 Maintaining Relationship with Existing Active and Inactive Franchisee's.
 Update the Latest Market Information to Franchisee's Clients.
 Planning Marketing & Sales Activities of Company.
VENTURA COMMODITIES LTD.
Designation: Franchisee Manager – Commodities.
Duration: From May 2011 to April 2016
 Leading PAN India Franchisee Business Development.
 Leading PAN India Customer Relationship Management.
 Software to monitor day to day activities LMS, CRM, EWM, Google Docs & Calendar.
 Planning Marketing & Sales Activities of Company.
 Organizing & Conducting Client Awareness, Staff training, and Trading Strategies with
MCX/NCDEX exchange at PAN India level. (For Branch and Franchisee Network).
 Social Media activities like Blog, Twitter, LinkedIn, etc and have developed Web banner,
Voice over Video Tutorials and other lead generation sources.
 HR coordination for Employee's training activities.
VENTURA COMMODITIES LTD.
Designation: Manager Dealing
Duration: From May 2008 to April 2011
 Training to PAN India dealers about dealing Do's and Dont's.
 Co-ordination with Back office, RMS and Research team.
 Branch Visit and meeting with clients
 Placing Orders of HNI/Corporate clients as per instruction.
 Intimation of Trade Confirmation to clients.
 Advising Market trend to clients.

3.  Activation of inactive clients
 Solving client queries
VENTURA COMMODITIES LTD.
Designation: Executive Dealer
Duration: From June 2006 to April 2008
 Placing Orders as per instruction of clients.
 Intimation of Trade Confirmation to clients.
 Advising Market trend to clients.
 Intimation of MTM position to clients and ask for margin.
 Square off Open position of MTM Loss clients.
 Activation of inactive clients
 Solving client queries
KARVY STOCK BROKING LTD. (PCG)
Designation: Relationship Manager.
Duration: From May 2005 to May 2006.
 Catering High Networth Individual (HNI) & Corporate Companies Clients.
 Marketing of Mutual Funds, Online Trading, Insurance and IPO’s.
BONANZA PORTFOLIO LTD.
Designation: Financial Consultant (With Coordinator role).
Duration: From April 2003 to April 2005.
 Catering High Networth Individual (HNI) & Corporate Companies Clients.
 Marketing of Mutual Funds, Online Trading, Insurance and IPO’s.
 Co-dorinating with Mutual Funds AMC's.
 Responsible for Coordinating MF's & IPO's with PAN India Branches of Company.
EDUCATIONAL CREDENTIALS
 B.Com (Mumbai University).
 Diploma in Computer Software Technology.
PERSONAL DETAILS
 Date of Birth: 6th August 1982.
 Marital Status: Married.
 Languages Known: English, Hindi, Gujarati and Marathi.

4.  Hobbies: Swimming, Music, Dancing.
 Availability: Immediate.