Amal S D Email & Phone Number

I am a Relationship Executive at Bajaj Capital Ltd, a leading financial services company in India, where I advise clients on various financial products, such as mutual funds, insurance policies, bonds, and fixed deposits. I manage client portfolios, offering personalized investment recommendations to help them achieve their financial goals. I build and nurture strong client relationships, resulting in increased retention and referrals.I hold a B. Com in Taxation Law and Accounts from Kerala University and have earned the NISM-Series-V-A: Mutual Fund Distributors Certification, demonstrating my proficiency in mutual fund distribution and financial planning. I have a solid foundation in accounting, taxation law, and financial advisory, and a knack for meeting and exceeding sales targets. I have received recognition for my achievements, including the prestigious Bajaj Capital NEEV Program award and Zonal Recognition for New Client Acquisition. I am passionate about staying updated on financial sector developments and enjoy strategic gaming as a recreational activity, which enhances my problem-solving skills. My goal is to leverage my expertise and client-centric approach to contribute to the success and growth of a forward-thinking organization while continuously honing my skills.

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  Relationship Executive

  Bajaj Capital Ltd

  Feb 2022 - Present - Thiruvananthapuram, Kerala, India

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  Kerala University, Thiruvananthapuram

  Taxation Law And Accounts