• To advice and manage a team of 12 Relationship Managers for the sales of investment products for Chandigarh, Ludhiana and Jalandhar.• The product deck included the entire range of investment products like the mutual funds, PMS, private equity, Real estate, equity brokerage, Structure notes and real estate advisory.• To prepare a guide plan for the Relationship Manager for efficient penetration in the book allocated.• To ensure certification of all the sales team members as per the internal and external regulators expectation.

The primary responsibility was to acquire and manage client’s wealth and advice with a wide variety of financial products and Real Estate.The product deck includes the entire range of investment products like the mutual funds, PMS, private equity, Real estate, equity brokerage, Structure notes etc.

The primary job responsibility was to achieve the branch goal on a monthly basis on both the delivery lines i.e. Investment and Insurance To advice and manage a team of 8 Relationship Managers for the sales of investment and Insurance products.The product deck included the entire range of investment products like the mutual funds, PMS, private equity, Real estate, equity brokerage, Structure notes and real estate advisory and Insurance policies from Birla Sun life.To have a broad base selling i.e. ensuring the RM books are penetrated efficiently and no opportunity is left behind in the book.To identify opportunities in the RM book and prepare a road map for the RM for further sales.To ensure certification of all the sales team members as per the internal and external regulators expectation.