Sumit Acharya has over 13 years of experience in business development and customer relationship management. He is currently the Manager Franchisee for Phillip Capital India, where he is responsible for franchise business development and advising HNI and corporate clients. Previously, he held roles of increasing responsibility at Ventura Commodities and Karvy Stock Broking, including franchise manager and manager of dealing. He has a B.Com degree and diploma in computer software technology.

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.