• Designing a strategic roadmap and executing plan for acquisition of new clients in line with the overall organizational objectives.• Take complete ownership of the business process, business forecast for specific periods and generate the targeted revenues.• Analyzing, structuring and solving business problems within the various teams in the organization.• Establish product loyalty through continual efforts to build, re-brand, modify, and increase product offerings in adherence to… Show more • Designing a strategic roadmap and executing plan for acquisition of new clients in line with the overall organizational objectives.• Take complete ownership of the business process, business forecast for specific periods and generate the targeted revenues.• Analyzing, structuring and solving business problems within the various teams in the organization.• Establish product loyalty through continual efforts to build, re-brand, modify, and increase product offerings in adherence to company mission. Show less

• Managing and planning investment portfolio after carefully analyzing client’s financial health and future requirements.• Communicated regularly with clients to understand needs, evaluate current product use and cross sell new products

• Managed portfolio of high net worth (HNW) clients and Communicated regularly with clients to understand needs, evaluate current product use and cross sell new products.• Developed quarterly summaries to assess each clients participation level and determine targets for follow-up plans.• Planned portfolio solutions after carefully analyzing client’s financial health and future requirements.• Educated clients on available technological tools, enabling development… Show more • Managed portfolio of high net worth (HNW) clients and Communicated regularly with clients to understand needs, evaluate current product use and cross sell new products.• Developed quarterly summaries to assess each clients participation level and determine targets for follow-up plans.• Planned portfolio solutions after carefully analyzing client’s financial health and future requirements.• Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.• Worked with credit, mortgage and product departments to facilitate communication and deliver personalized solutions to customers.• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and interpersonal skills.• Generated new business and referral clients in partnership with financial advisor and brand team. Show less

‘Issue Analysis of Air Conditioners Sales and Service Dealers in Lucknow in comparison to IFB Air Conditioner’s Market’• Conducted survey for all the Sales and Service Dealers of Air Conditioner variants in the district. • Presented a report in the company with comparative study done on Service related issues experienced by dealers with IFB vs. other top selling brands of Air Conditioners.• Visiting all the stores of company showroom IFB-Point and analyzing the footfall… Show more ‘Issue Analysis of Air Conditioners Sales and Service Dealers in Lucknow in comparison to IFB Air Conditioner’s Market’• Conducted survey for all the Sales and Service Dealers of Air Conditioner variants in the district. • Presented a report in the company with comparative study done on Service related issues experienced by dealers with IFB vs. other top selling brands of Air Conditioners.• Visiting all the stores of company showroom IFB-Point and analyzing the footfall of consumers.• Participated in promotional events at shopping malls, corporate gatherings and trade fair. Show less

• Established and administered annual budget with effective controls to prevent overages, minimizes burn rate and support sustainability objectives.• Built and strengthened productive and valuable industry partnerships to drive collaboration,engagement and revenue stream development.• Investigated and addressed business development challenges to proactively mitigate problem.• Orchestrated positive media coverage and stakeholder relations as public face of the… Show more • Established and administered annual budget with effective controls to prevent overages, minimizes burn rate and support sustainability objectives.• Built and strengthened productive and valuable industry partnerships to drive collaboration,engagement and revenue stream development.• Investigated and addressed business development challenges to proactively mitigate problem.• Orchestrated positive media coverage and stakeholder relations as public face of the company.• Possessed expert knowledge of competitive and third party products and translated knowledge into business strategy Show less