Experienced Financial Advisor and Relationship Manager and have extreme meticulous and with a superb record of sound
Investment management and high customer satisfaction. Skilled at direction and interaction with a small and large team
of the workforce. Adept at managing distributors and channel partners and provide satisfactory and quality service with
the highest degree of salesmanship and professionalism. Maintain fair customer relations and generate sales and
revenue, cognition to study market penetration, and develop strategies accordingly.
Build circle level strategies on products and sales to achieve sales and revenue targets.
Currently responsible for handling asset under management of about 2.3 Billon Dollars.
Manage and track client’s portfolio effectively and efficiently as per the client’s expectations; revise the same as per market
conditions to ensure positive portfolio.
Ensure maximum market share by incorporating several sales strategies.
Motivate and manage the sales team and guide them to achieve targets.
Build a strong bond with distributors and workforce; ensure proper execution of strategies rolled out by the company.
Manage and generate mutual fund revenue through Banks, Small, and Medium Enterprises and advice on mutual funds.
Provide financial guidance and expert knowledge on debt and equity market to wealth management team of the bank.
Grow and retain long-term relationship with clients to build a brand, goodwill of the company, and provide quality services.
Market penetration by analyzing the performance of the on performing distributors and envisioning performing distributors
to increase productivity.
Regular communication on products, markets, and sales tools to sales team and distributors.