I Ajit Sharma and my work is wealth management, customized investment related solutions are provided to the clients. This branch of management includes financial planning and investment portfolio management. In fact, the services of a wealth manager are mainly needed by high income individuals and big businessmen.They advise private, high net worth individuals and affluent families on how to invest their portfolios and plan their finances to meet their financial goals, and they typically… Show more I Ajit Sharma and my work is wealth management, customized investment related solutions are provided to the clients. This branch of management includes financial planning and investment portfolio management. In fact, the services of a wealth manager are mainly needed by high income individuals and big businessmen.They advise private, high net worth individuals and affluent families on how to invest their portfolios and plan their finances to meet their financial goals, and they typically specialize in portfolio management, wealth and retirement. Provide a wide range of services including planning and tax services.Some of the duties of a wealth manager include tax management, retirement planning (annual planning), personal finance management, and insurance planning (term, health, endowment, unit-linked plans, and more). Wealth managers specialize in specific areas of finance.Me and the company manage the wealth of big businessmen, big politicians or big officers and manage their portfolio. It helps them save tax and we have products(NCD, Life Insurance, Health Insurance, AIF, Mutual Funds ,Bonds ,Fixed Deposit , Loans, Real Estate etc. I have complete knowledge about these products and other also and I can deal with them all if any query. These have very good returns, like in PMS I have such products in ( Mutual Funds, leap & AIF you get returns from 10% to 56% ) we have also products to save tax ( Taxation products).Thanks&RegardsAjit Sharma Show less

Responsible for the overall performance of life Insurance products.Managing Business partners and responsible for Business partners targets, team members achieve his target. Managing client&Business partners,portfolios, business budgets, client acquisition & customer satisfaction initiatives.Construct the client portfolio base on his goal and risk appetite.Deal in life insurance Business Handling Business partners I have handled 12 partners.

Responsible for the overall performance of life Insurance products.Managing Business partners and responsible for Business partners targets, team members achieve his target. Managing client&Business partners,portfolios, business budgets, client acquisition & customer satisfaction initiatives.Construct the client portfolio base on his goal and risk appetite.Deal in life insurance Business Handling Business partners I have handled 15 partners.

Responsible for the overall performance of life Insurance products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in life insurance Business Handling 8 RM.

Responsible for the overall performance of life Insurance products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in life insurance Business Handling 6 RM.

Responsible for the overall performance of wealth management products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in Mutual Fund, Equity, IPO, Bonds, NCD and GI, LI AND PMS Handling 8 RM.

Responsible for the overall performance of life Insurance products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in life insurance Business.

Responsibilies for New franchises Acqcastion Total acquired business in life insurance 45 Lakh in 18 month.Achieved 3rd Ranking pan India within 2 months of joining for achieving the targetAcquired 4 Franchisee and brought the business of over 14 LakhsHandled planning and conceptualized various strategies to achieve business goals aimed towards the growth in business volumes as well as profitability while analyzing cost effectiveness and competitor’s strategies and… Show more Responsibilies for New franchises Acqcastion Total acquired business in life insurance 45 Lakh in 18 month.Achieved 3rd Ranking pan India within 2 months of joining for achieving the targetAcquired 4 Franchisee and brought the business of over 14 LakhsHandled planning and conceptualized various strategies to achieve business goals aimed towards the growth in business volumes as well as profitability while analyzing cost effectiveness and competitor’s strategies and proceeding.Managed and dealt with the market to develop sales and business across the region while achieving business targets while working as a dealer.Involved in planning and implementing effective and robust strategies to promote the company brand image and created awareness among the mass and customersCoordinated Market Research activities for analyzing Consumer behavior; Marketing Practices, Branding & Positioning. Show less

Responsibilities for New Aqurired Demat Account with margin Achieved 200 %percentage of the targetAmong the Top Three performer Acquisition Sales Manager pan India for 3 consecutive months Acquisition 55 Demat Account within month..

HDFC Standard Life Insurance Nov’08 – Nov’10Sales Development ManagerEnsuring that SLA & TAT are complied with delivering on all service delivery parameters on Pan India basis.Ensuring highest standard of customer satisfaction and quality service; developing new policies and procedures to improve based on customer feedback.Ensuring continuous interaction… Show more HDFC Standard Life Insurance Nov’08 – Nov’10Sales Development ManagerEnsuring that SLA & TAT are complied with delivering on all service delivery parameters on Pan India basis.Ensuring highest standard of customer satisfaction and quality service; developing new policies and procedures to improve based on customer feedback.Ensuring continuous interaction with the customer to make sure that area of concern can be worked upon for improved service levels.Managing data and analyzing error trends and coming out with action plans. Expertise in generating MIS reports & on time reporting to the client and Mangers on daily, weekly & monthly basis as per the requirementAdept in scrutinizing the records within the team, consolidation & reporting to the client at month end.Facilitating calibration & consolidating the same & publishing the results in the Quality assurance team. Ensuring QC error rate < 1% & processing of 95% proposals on the same day of receipt as per agreed SLA’s & TAT’s. Show less

Reliance Money Ltd. Jun’04 – Oct’08Business Development ExecutiveAssured that appropriate processes are maintained and identified weak areas to improve process and provided suggestions regarding improvement of processes.Assured effective and optimum utilizations of the available resources and manpower and implemented robust strategies to ensure excellence in service delivery.Assured that appropriate processes… Show more Reliance Money Ltd. Jun’04 – Oct’08Business Development ExecutiveAssured that appropriate processes are maintained and identified weak areas to improve process and provided suggestions regarding improvement of processes.Assured effective and optimum utilizations of the available resources and manpower and implemented robust strategies to ensure excellence in service delivery.Assured that appropriate processes were maintained and identified weak areas to improve process and provided suggestions regarding improvement of processes.Expertise in identifying those areas to be improved; Look after the entire gamut of activities pertaining to planning and executing needs for training, performance, educational programs, while locating and recommending available resources to achieve organizational goals & overall development of employees.Successfully handled management of the operations related to knowledge process management and effectively handled service delivery, quality assurance, client management, training, and `Turn around Time’ related functions.Identified the training gap & deftly provided /facilitated training (both new and ongoing) Show less