➞ Serving as an advisor to provide an advice-based approach to financial solutions for an assigned book of business➞ Evaluating the risk profile of the clients via gathering and evaluating data along with examining new accounts for the required papers and informing corresponding branches of any shortcoming➞ Cross-functional coordination with the other departments ensuring efficient operations and resolving MF account queries➞ Soliciting new and existing investments and insurance… Show more ➞ Serving as an advisor to provide an advice-based approach to financial solutions for an assigned book of business➞ Evaluating the risk profile of the clients via gathering and evaluating data along with examining new accounts for the required papers and informing corresponding branches of any shortcoming➞ Cross-functional coordination with the other departments ensuring efficient operations and resolving MF account queries➞ Soliciting new and existing investments and insurance solutions from the mass affluent customer segment➞ Reconciling clients' A/C ledgers along with developing risk profiles for clients in the General Insurance category involving Motor Insurance and Health Insurance➞ Handling client-centric operations and guaranteeing customer satisfaction via delivery and service quality norms➞ Providing solutions to the investors' and clients' issues as per the business requirements➞ Meeting or exceeding established sales goals while meeting individual client needs and complying with pertinent policies and regulations➞ Coaching/ mentoring the financial advisors to safeguard sales and operational efficiency along with the clients for online A/c➞ Generating and updating the documents i.e. daily dashboards, weekly operating plans, monthly operational reviews➞ Adhering to the Compliance, tracking, and action against the unauthorized business➞ Bridging with the potential clients offering insurance deals based on their financial status, requirements, and needs, including physical condition of individual or insuring property, all to improve insurance coverage➞ Interfacing with the stakeholders, recommending viable products & solutions, cultivating the relations with them for repeat business, and ensuring quality delivery of products to the client Show less

Worked as a dealer & Risk Analyser

Worked as a dealer & Risk Analyser

Incharge of Overall operations of branch

Back office Executive

Esiliconworld.com is the first E-commerce site from India when Amazon or Flipkart were Non-existent in India.