Relationship Manager- B2B2C
Current
Jun 2022 - Present
Who is Ami Modi? Overview
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Quick answer
Ami Modi is listed as Relationship Manager- B2B2C at Moneybase, based in Mumbai Metropolitan Region, India. AeroLeads shows a matched LinkedIn profile for Ami Modi.
Ami Modi previously worked as Business Development and Client Services at Next Financial Advisors Pvt Ltd... Ami Modi studied at National Institute Of Securities Markets (Nism).
Company email context
Email format at Moneybase
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Moneybase
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Profile bio
About Ami Modi
Partnering with Mutual Fund Distributors and helping them scale up through www.moneybasenexus.com
Listed skills include Financial Analysis, Microsoft Excel, Management, Strategic Planning, and 13 others.
Current workplace
Ami Modi's current company
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2 roles
Ami Modi work experience
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Business Development And Client Services
Next Financial Advisors Pvt Ltd..
Business Development : Contacting Independent Financial Advisors and setting up meetings, either within an office environment or in clients' homes or business premises and convincing them to use the company’s financial services. Providing sound advice and analysis on the full range of financial products and services for small & medium business IFAs Promoting and selling financial products to meet given or negotiated sales targets and contacting clients with news of new financial products or changes to legislation that may affect their savings and investment. Devising strategies and techniques necessary for achieving the sales targets and deciding the future course of action for the team. Also meeting the sales targets of the organization through effective planning and budgeting. Gathering new clients and databases and proactively following up with old clients and their requirements. Reporting to senior management on a daily basis and setting revised targets with the sales team.Operations / Client Services:
Jul 2012 - Dec 2014
2 education records
Ami Modi education
Education record
Master Of Business Administration - Mba, Accounting And Finance
FAQ
Frequently asked questions about Ami Modi
Quick answers generated from the profile data available on this page.
What company does Ami Modi work for?
Ami Modi works for Moneybase.
What is Ami Modi's role at Moneybase?
Ami Modi is listed as Relationship Manager- B2B2C at Moneybase.
Where is Ami Modi based?
Ami Modi is based in Mumbai Metropolitan Region, India while working with Moneybase.
What companies has Ami Modi worked for?
Ami Modi has worked for Moneybase and Next Financial Advisors Pvt Ltd...
How can I contact Ami Modi?
You can use AeroLeads to view verified contact signals for Ami Modi at Moneybase, including work email, phone, and LinkedIn data when available.
What schools did Ami Modi attend?
Ami Modi studied at National Institute Of Securities Markets (Nism).
What skills is Ami Modi known for?
Ami Modi is listed with skills including Financial Analysis, Microsoft Excel, Management, Strategic Planning, Microsoft Office, Budgets, Process Improvement, and Business Development.
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