Amit Rajpal

Amit Rajpal Email and Phone Number

Wealth Manager at RP Financial Services Contact No :- 9872010665 @ RP Financial Services
nagindaspada virar road behind gyandeep school, nallasopara Thane,Maharashtra 401209,India
Amit Rajpal's Location
Chandigarh, Chandigarh, India, India
About Amit Rajpal

I currently am a Financial Consultant. Daily responsibilities include assisting High and Ultra-High Net-Worth investors with account management, Problem resolution and investment discussions on a wide range of investment products including the Mutual Fund, Individual Equities, Fixed Deposits, Health Insurance, General Insurance & Life Insurance, And Other Investment Product.I have taken every opportunity for increasing Responsibility, Build Credibility and Develop Relationships. I bring innovative financial solutions into play for clients' long term Financial Security.

Amit Rajpal's Current Company Details
RP Financial Services

Rp Financial Services

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Wealth Manager at RP Financial Services Contact No :- 9872010665
nagindaspada virar road behind gyandeep school, nallasopara Thane,Maharashtra 401209,India
Employees:
3
Amit Rajpal Work Experience Details
  • Rp Financial Services
    Wealth Manager
    Rp Financial Services May 2014 - Present
    Chandigarh Area, India
    • Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business.• Responsible for prospecting and selling PMS products to High Net worth Individuals through direct sales.• Developing business through consultative engagement with Cluster Managers.• To establish and maintain business strategies to meet Self Targets & objectives.• Responsible for achieving Sales Targets.• Ensures the growth of the business and is committed to… Show more • Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business.• Responsible for prospecting and selling PMS products to High Net worth Individuals through direct sales.• Developing business through consultative engagement with Cluster Managers.• To establish and maintain business strategies to meet Self Targets & objectives.• Responsible for achieving Sales Targets.• Ensures the growth of the business and is committed to its success.• Strengthening and building relationship with Client.• Market & industry analysis Show less
  • Hdfc Life
    Sr. Corporate Agency Manager - (Retail And Delink Chanel)
    Hdfc Life Aug 2013 - Jan 2014
    Chandigarh Area, India, Shimla
    • Coordinating to Retail and Delink department.• In addition to aiding the team of Retail and Delink Employee for Insurance business• I’m looking the Location of Chandigarh, Shimla, Mandi Dist.• Ensure timely accurate Daily and monthly MIS to CSM.• Implementing process for the better performance.• To provide training to all staff members of HDFC Security.• Planning and ensuring implementing for increasing sales of insurance product.• Managing and ensuring quality… Show more • Coordinating to Retail and Delink department.• In addition to aiding the team of Retail and Delink Employee for Insurance business• I’m looking the Location of Chandigarh, Shimla, Mandi Dist.• Ensure timely accurate Daily and monthly MIS to CSM.• Implementing process for the better performance.• To provide training to all staff members of HDFC Security.• Planning and ensuring implementing for increasing sales of insurance product.• Managing and ensuring quality sales as high risk to the company.• Skilled at handling new projects with required process flow knowledge and have Efficiency taken up responsibility from project initiation.• Skills in managing teams to work in sync with the corporate set parameters and motivating them for achieving business and individual goals. Acting as an escalation gate to resolve critical issues. Show less
  • Bajaj Allianz Life Insurance Co. Ltd.
    Sr. Relationship Manager - Bancaasurance
    Bajaj Allianz Life Insurance Co. Ltd. Aug 2009 - Aug 2013
    Jalandhar Area, India
    • Coordinating to Banc assurance department.• In addition to aiding the team of Bank Employee for Group Insurance business• I’m looking the Location of Jalandhar Dist.• Ensure timely accurate weekly and monthly MIS to Sales Manager.• Implementing process for the better performance.• To provide training to all staff members of Punjab & Sind Bank.• Planning and ensuring implementing for increasing sales of insurance product.• Managing and ensuring quality sales as high… Show more • Coordinating to Banc assurance department.• In addition to aiding the team of Bank Employee for Group Insurance business• I’m looking the Location of Jalandhar Dist.• Ensure timely accurate weekly and monthly MIS to Sales Manager.• Implementing process for the better performance.• To provide training to all staff members of Punjab & Sind Bank.• Planning and ensuring implementing for increasing sales of insurance product.• Managing and ensuring quality sales as high risk to the company.• Skilled at handling new projects with required process flow knowledge and have Efficiency taken up responsibility from project initiation. Show less
  • Data Max
    Team Lead
    Data Max Jun 2005 - Jul 2009
    Chandigarh Area, India
    • Conducting door to door selling in SME segment.• MIS building on daily and monthly sales• Responsibility of spreading awareness to public about TTSL Products.• Responsible for all the activities related to Business Development - canopies in markets & residential areas, canvassing, advertisements, etc.

Amit Rajpal Skills

Customer Relationship Management Sales Customer Service Microsoft Office Management Strategic Planning Leadership Marketing Banking Microsoft Excel Financial Services Management Information Systems Finance Business Development Investments

Amit Rajpal Education Details

Frequently Asked Questions about Amit Rajpal

What company does Amit Rajpal work for?

Amit Rajpal works for Rp Financial Services

What is Amit Rajpal's role at the current company?

Amit Rajpal's current role is Wealth Manager at RP Financial Services Contact No :- 9872010665.

What schools did Amit Rajpal attend?

Amit Rajpal attended Punjab Technical University.

What skills is Amit Rajpal known for?

Amit Rajpal has skills like Customer Relationship Management, Sales, Customer Service, Microsoft Office, Management, Strategic Planning, Leadership, Marketing, Banking, Microsoft Excel, Financial Services, Management Information Systems.

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