Advised clients on a range of investment opportunities for their financial
Offered specialized services concerned with asset allocation and budget control.
Served as a wealth manager for a broad base of clients.
Ensuring end-to-end management of investments of HNIs and ensuring effective handling of HNI client's query.
Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities
Profitably selling and marketing the financial products like Mutual Funds, Life Insurance , Gold Coins etc .
Participating actively in branch sales planning to generate action plans for meeting targets.
Generation of Fee Income from IPG , mainly Life Insurance , Mutual Fund, Structure Products and PMS