Amit Rajpal
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Amit Rajpal Email & Phone Number

Wealth Manager at RP Financial Services Contact No :- 9872010665 at RP Financial Services
Location: Chandigarh, India 4 work roles 1 school
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Current company
Role
Wealth Manager at RP Financial Services Contact No :- 9872010665
Location
Chandigarh, India
Company size

Who is Amit Rajpal? Overview

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Quick answer

Amit Rajpal is listed as Wealth Manager at RP Financial Services Contact No :- 9872010665 at RP Financial Services, a with 3 employees, based in Chandigarh, India. AeroLeads shows a matched LinkedIn profile for Amit Rajpal.

Amit Rajpal previously worked as Wealth Manager at Rp Financial Services and Sr. Corporate Agency Manager - (Retail and Delink Chanel) at Hdfc Life. Amit Rajpal holds B. Sc. Computer, Information Technology from Punjab Technical University.

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Email format at RP Financial Services

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RP Financial Services

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Profile bio

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.

Listed skills include Customer Relationship Management, Sales, Customer Service, Microsoft Office, and 11 others.

Current workplace

Amit Rajpal's current company

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RP Financial Services
Rp Financial Services
Wealth Manager at RP Financial Services Contact No :- 9872010665
nagindaspada virar road behind gyandeep school, nallasopara Thane,Maharashtra 401209,India
Employees
3
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4 roles

Amit Rajpal work experience

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Wealth Manager

Current

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

May 2014 - Present

Sr. Corporate Agency Manager - (Retail And Delink Chanel)

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

Aug 2013 - Jan 2014

Sr. Relationship Manager - Bancaasurance

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

Aug 2009 - Aug 2013

Team Lead

Data Max

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.

Jun 2005 - Jul 2009
1 education record

Amit Rajpal education

FAQ

Frequently asked questions about Amit Rajpal

Quick answers generated from the profile data available on this page.

What company does Amit Rajpal work for?

Amit Rajpal works for RP Financial Services.

What is Amit Rajpal's role at RP Financial Services?

Amit Rajpal is listed as Wealth Manager at RP Financial Services Contact No :- 9872010665 at RP Financial Services.

Where is Amit Rajpal based?

Amit Rajpal is based in Chandigarh, India while working with RP Financial Services.

What companies has Amit Rajpal worked for?

Amit Rajpal has worked for Rp Financial Services, Hdfc Life, Bajaj Allianz Life Insurance Co. Ltd., and Data Max.

How can I contact Amit Rajpal?

You can use AeroLeads to view verified contact signals for Amit Rajpal at RP Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Amit Rajpal attend?

Amit Rajpal holds B. Sc. Computer, Information Technology from Punjab Technical University.

What skills is Amit Rajpal known for?

Amit Rajpal is listed with skills including Customer Relationship Management, Sales, Customer Service, Microsoft Office, Management, Strategic Planning, Leadership, and Marketing.

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