Monitoring & mentoring for development of territory of Jaipur.Took initiative to do start cross selling of different third party product Home Loan, Business Loan and Agri Funding through team.Assigning & monitoring of target for retail broking comprising Equity, Commodity, Currency, IPO, along with selling TPP like Insurance and Mutual Fund, Home Loan, and Business Loan, Agri Funding Product through direct teams.Ensuring that the team members are trained in the usage of Product/Project/skills which are required for business development. Activity monitoring & enabling of required training programs ensure regular customer feedback from the team & resolving issues whenever required.Handling 11 member’s team and managing Jaipur branch with follows all compliance rules.Key account Management: Assess requirement & conducting negotiations for delivering need-based product to key client. Maintain excellent relations with clients to generate avenues for further business. Ensure speedy resolution of queries & grievance to maximize client satisfaction levels.Product and Brand Promotions/Launches: Client and Customer Relationship management and ensure continues interaction with the customers to make sure that areas of concerns can be worked upon for improved service levels. Provide customers services in order to increase client satisfaction, program growth and new product introductions. Monitor client relationship and program performance to meet and exceed client goals.Team Management: Lead, mentor &monitor the performance of the team to ensure efficiency in business operations, meeting of individual & group targets. Create an environment that sustains and encourage high performance; motivate teams in optimizing their contribution level.Conduct seminars and workshops on financial planning product.Advise clients on their equity/commodities and currency portfolio for long term investments as well as positional trading ideas in stocks for short / medium term

• Monitoring & mentoring for development of Jhansi Branch. • Managing complete operations of branch following with compliance rules, handling of 8 members team• Assigning & monitoring of target for retail broking comprising Equity, Commodity, Currency, along with selling TPP like health Insurance, through direct teams.• Handling centre of Adhar and Tin-FC in branch and time to time in within Jhansi city• Responsible for Revenue Generation by team servicing clients.

• Business development through franchises network and Marketing Agent in Rajasthan and M.P.• Looking products of equity, commodity, currency, IPO, real estate, and insurance.• Brand Promotions: Devise & implement marketing plans & activities. Client and Customer Relationship management and ensure continues interaction with the customers to make sure that areas of concerns can be worked upon for improved service levels. Provide customers services in order to increase client satisfaction, Monitor client relationship and program performance to meet and exceed client goals.• Focusing on Margin, IPO, Promoter Funding from HNI & Corporate.

• Act as Profit center Head managing and handling complete sales, dealing, cross sell, compliance, team management and operations of 2 branches, BP, franchises BDRs and APs of all Rajasthan Region.• Took initiative to do start cross selling of different third party product like Insurance and Mutual Fund through team.• Assigning & monitoring of target for retail broking comprising Equity, Commodity, Currency, IPO, along with selling TPP like Insurance and Mutual Fund, through direct teams• Handling one of the largest Zonal branch of 45 member’s team of Rajasthan region.• Generating business with a team of 45 RM and Dealer, • Taking care of team and clients and maintaining relationship with them and acquiring business.• Investment analysis and risk management of client’s on day to day basis.• Operates with strict and unflinching adherence to corporate policies, Compliance, Code of conduct and ethics and regulatory frameworks.• Ensure speedy resolution of client queries & grievances to maximize satisfaction levels.• Monitoring Area MIS, employee productivity, revenue growth and working towards higher CTC/Revenue rations for Area Profitability.• Ensure sales target are achieved as per the budgeted cost as per profitability of Area.• Ensuring proper implementation of client management process and sales process through team.• Conducting meeting on weekly basis for business development.• Advise clients on their equity/commodities and currency portfolio for long term investments as well as positional trading ideas in stocks for short / medium term.• Maintaining relationship with existing clients as well as developing new business through the team members.