Amit Rajpal Email and Phone Number
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.
Rp Financial Services
View- Employees:
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Wealth ManagerRp Financial Services May 2014 - PresentChandigarh 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 -
Sr. Corporate Agency Manager - (Retail And Delink Chanel)Hdfc Life Aug 2013 - Jan 2014Chandigarh 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 -
Sr. Relationship Manager - BancaasuranceBajaj Allianz Life Insurance Co. Ltd. Aug 2009 - Aug 2013Jalandhar 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 -
Team LeadData Max Jun 2005 - Jul 2009Chandigarh 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
Amit Rajpal Education Details
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Information Technology
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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Amit Rajpal
Helping Enterprise In Their Digital Transformation Journey With Help Of Latest Technologies | Ex MicrosoftSouth Delhi3netmagicsolutions.com, microsoft.com, gmail.com -
Amit Rajpal
Mathematics Facilitator(International Baccalaureate), Ibdp Math Aa Hl Examiner & Ia Team LeaderGurugram
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