Aman Manchanda Email & Phone Number

Gurugram, Hr, In

New Delhi, Delhi, India

Indore

EquitiesCommoditiesForexMutual FundStock BrookingSales,Cross-Selling & Up-gradationBusiness AnalystTeam HandlingCompliance & Quality support

Indore Area, India

 Identify potential new clients and the decision makers within the client organization.  Address the client’s needs, concerns, and objectives and actively price the solution/service internally. Present products and services and enhance existing relationships by working with staff and other internal colleagues to meet customer needs. Forecast sales targets and ensure they are met by the team. Track and record activity on accounts and help to close deals to meet these targets. Closely monitored sales to ensure performance and compliance with contractual obligations, applicable regulations and laws, and assisted with resolving issues. Expanding client base by providing proper support to the new clients and upgrading them with the suitable product and services. Coordinate portfolio review with clients to regularly evaluate an investments performance toward achieving long-term financial goals. Presented investment and financial planning to prospective clients. Identified the need of investment solutions and guidance Managed and trained supporting staff including Client Associates and other Financial Advisors. Assisted in the development of a methodology to track the team’s proprietary investment process and business management metrics. Profiled and analysed investment products to develop customised financial strategies for clients’ financial needs. Handle & Co-ordinate at every stage of the project/process life cycle- interface between client and technical team along with the pre & pot sales support. Responsible for marketing and sales filling responsibilities in Product Development.

Indore Area, India

 Developing market through making calls, generating new inquiry, and new orders. To coordinate with the clients about the requirements and sending them the proper quotation on time. Negotiation, order discussion & follow-up with a plan for the payment. Retention of the client, meeting regularly to maintain business relationship with the client. Conceptualized and execute strategies to achieve pre set targets and ensure profititablity. Providing excellent technical assistance as per the requirement of the client. Cross selling the entire basket of financial product such as Equity, Commodity & COMEX. Formulate outbound and inbound sales plan to acquire HNI Customer for increasing customer base of the portfolio. Conducting in‐depth reviews of clients' financial circumstances, current provision and future aims; analyzing information and preparing plans best suited to individual clients' requirements. Conversing frequently with the clients & deriving references from them. Calling prospective clients and engaging with them to maximize sales. Perform client presentations articulating the value proposition of product, solution, and service offerings.

Indore Area, India

Indore Area, India