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Naved Anjum

Client Growth Manager

Findola Capital Services Pvt. Ltd.
Corporate Branch
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About Me

I am Naved Anjum, a Sales Executive Manager at Findola Capital Service Pvt Ltd, focused on building strong client relationships and driving meaningful business growth. With a disciplined and result-oriented mindset, I believe in combining strategic thinking with consistent execution to deliver the best outcomes for both clients and the organization.

My Professional Credibility

  • 2+ years of experience in personal finance & mutual fund advisory
  • Strong understanding of mutual funds and financial product guidance
  • Skilled in handling client communication and trust-based networking
  • Dedicated towards delivering disciplined and result-oriented financial support

What's My Purpose in Organization

As a Client Growth Manager at Findola, my purpose is to simplify investing for individuals and help them move from confusion to clarity. I focus on guiding clients with practical, goal-based strategies that align with their real-life financial needs and long-term aspirations.

My Contribution to Client Success

I help clients understand their financial position, build disciplined investment habits, and stay consistent through market ups and downs. My approach ensures that clients not only invest—but invest with clarity, confidence, and a long-term vision.

My Role in Company Growth

I contribute to Findola’s growth by building strong client relationships, driving trust-based referrals, and actively participating in financial awareness initiatives that expand our reach and impact.

Professional Snapshot

I am Naved Anjum, Sales Executive Manager at Findola Capital Service Pvt Ltd, with a strong focus on sales, client acquisition, and relationship management. I believe in a target-driven yet client-centric work approach that combines discipline, strategic planning, and consistent execution. My role involves helping clients understand financial products while contributing towards business growth and long-term relationship building.

What Can I Do for You

Work Approach:

I follow a strategic and performance-oriented approach, focused on disciplined execution, regular client engagement, and continuous improvement. My priority is to create value for both clients and the organization through consistent efforts and professional service.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard
Query Resolution Efficiency - 94% On-Time
94%
Client Retention Rate - 98%
98%
First Response Time - 89% Within 30 Minutes
89%
Client Satisfaction Score - 4.9/5 (~%)
98%
Portfolio Review Coverage - 81% Clients Coverted
81%
Client Goal Achievement Tracking - 66% on Track
66%
My Growth performance Dashboard
Behavioural Guidance Effectiveness - 88% Clients Stay invested
88%
Transaction Support Accuracy - 100% Error-Free processing
100%
Client Query Closure TAT - 87% within 24 Hours
87%
My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience
  • 2+ Years
Industry Experience
  • Mutual Funds
  • Personal Finance
  • Industry Experience
Key Skills
  • SIP Planning
  • Portfolio Guidance
  • Goal-Based Investment Strategy
  • Risk Profiling
  • Risk Management
Tools Using
  • CRM Systems
  • Findola App

Education & Certifications

Qualification: Pursuing BDS in Chandra Dental College and Hospital ( Lucknow )

Certifications: AMFI ARN Certified – NISM Series V-A (Mutual Fund Distributors)

Learning Focus (optional)
Continuously upgrading knowledge in personal finance and wealth management

Work Principles

  • Maintain integrity and professionalism in every interaction
  • Focus on consistent performance and disciplined execution
  • Build trust-based long-term client relationships

Approach Towards Clients:Client-first approach focused on trust-building, understanding financial requirements, and providing suitable guidance with transparency and responsibility.

Growth Mindset / Target Approach:Aggressive yet strategic approach towards achieving targets, improving performance, and contributing to organizational growth.

Personal Side

Hobbies
  • Learning
  • Traveling
  • Watch Cricket
Interests / Likes
  • Client appreciation
  • Achieving targets
  • Business growth strategies
Personality Traits
  • Positive
  • Hardworking
  • positive thinker

Vision & Goals

Career Goals:To grow into a senior leadership role within the financial services industry and contribute towards large-scale client and business growth.

Skill Development Goals:To develop advanced expertise in financial planning, leadership, sales strategy, and digital marketing.

Long-Term Vision:To build a strong and trusted client network while becoming a reliable financial guide known for professionalism and client commitment.

Declaration

  • To provide honest guidance, responsive support, and long-term relationship-based service.
  • To remain dedicated towards organizational growth, professional standards, and company values.
  • To maintain integrity, transparency, and ethical conduct in every professional interaction.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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