Chandrabhan Singh Email and Phone Number

Managing Retail Distribution

Sr. Associate- Financial PlanningJob ProfileWorking as a Financial Planning Manager for existing customers. This includes complete analysis of the existing funds and investments and thereafter providing further Investments and Insurance. Also included are cross-sell functions for upselling the Demat proposition of HSBC InvestDirect. AchievementsHave been consistent on the job in penetrating through my database of customers and acquiring investments and insurance. Have always maintained an excellent relationship with customers ensuring regular flow of business based on good fund management and frequent analysis on future financial planning.

Job ProfileAcquiring quality HNI clients for Platinum credit card with joining and annual charges. This includes careful selection, conducting prudent first touch direct communication, decision making regarding taking the offer ahead based on pre-set eligibility criteria, properly explaining the product features, getting commitment and finally closing the sale. Also acquiring Private Banking Accounts with an Asset Under Management of 10 Lac in co-ordination with the Private Banking channel. AchievementsHave been the most consistent performer with superior delivery month-on-month without any compromise on quality of client acquisition. Excellent relationship with customers post sale has ensured referrals from all quarters further expanding the network of contacts among HNIs. Have also contributed to the organization by pitching insurance products from Birla Sunlife to the clients acquired and closing the final sale.

Inbound Sales Campaign for BT (British Telecommunication):Job ProfileUp-selling products such as Telephone packages, Broadband packages, Narrowband packages, Telephone instruments etc.Solving Billing queries for Customers online and offlineWorking on offline Line Provision QueuesCoaching and Monitoring New Joinees.AchievementsWas always amongst the top performers of the TeamWas appointed as a Virtual Trainer for the campaignWas part of a team working on a Quality (DMAIC) based project for BTWent to Warwickshire, UK for a presentation representing HCL thereWas awarded with a Blue Ribbon Certificate on the successful completion of the Project for BT.