Working towards developing financial resources of Indian families by guiding and hand-holding them in the complex world of investments. Guiding clients and helping them achieve their goals by selecting the right asset class be it shares, mutual funds, fixed deposits, insurance, real estate.Website : www.finviseindia.comConnect us on Facebook : "www.facebook.com/finviseindia"

Key Performance Area:- Catering to customer requirements to make sales with client satisfaction. - Maintaining and developing relationships with existing customers in person and via telephone calls and emails.- Cold calling to arrange meetings with potential customers to prospect for new business.- Responding to incoming email and phone inquiries.- Acting as a contact between a company and its existing and potential markets.- Negotiating the terms of an agreement and closing sales.- Gathering market and customer information.- Representing the organization at trade exhibitions, events and demonstrations.- Challenging any objections with a view to getting the customer to buy.- Gaining a clear understanding of customers' requirements.- Attending team meeting and sharing best practice with colleagues.

Key Performance Area:- Build and leverage relationships with existing clients through proactive, creative and ongoing client service to ensure retention of clients.- Achievement of monthly, quarterly and annual sales targets by close monitoring of key numbers including new sales, up-selling, calling, fresh meetings, follow up meetings, cold calls, reference generation & cost of sales and prepare weekly sales MIS reports. - Ensure strict adherence of sales process and internal procedures by the team members in matter of clients meeting, reporting systems and individual deliverables.- Hire, train, retain and manage the team.- Centralized, weekly meeting for monitoring of team members who are constantly travelling from one location to the other.- Ensure timely delivery of services to clients.- Keep a close track on work in process, customer complaints and accounts receivables

Key Performance Area:- Functioning in the Sales and Operations and ensuring prompt customer support.- Implementing best practices to enhance the quality of services rendered.- Monitoring Risk Management, Performance Evaluation, Verification, Analysis, Reporting of Portfolios of Clients.- Providing customized solutions to the client after profiling them and determining their needs and requirements.- Monitoring compliance with regulations.- Acting as a single window interface for clients for handling of all queries and complaints.- Mentoring & monitoring a team of 12 – 15 people.- Responsible for enhancing teams overall performance.- Formulating strategies for business development for the Company.- Generating revenues for the company & meeting targets.- Acting as a liaison between top management & sales forceACCOLADES- Won Singapore Trip contest sponsored by “Aegon Religare Life Insurance” in Dec 2011.- Won Bangkok Trip contest sponsored by “Aegon Religare Life Insurance” in Sep 2011.

- Functioning in the Sales and Operations and ensuring prompt customer support.- Implementing best practices to enhance the quality of services rendered.- Monitoring Risk Management, Performance Evaluation, Verification, Analysis, Reporting of Portfolios of Clients.- Providing customized solutions to the client after profiling them and determining their needs and requirements.- Monitoring compliance with regulations.- Acting as a single window interface for clients for handling of all queries and complaints.- Mentoring & monitoring a team of 8 – 10 people.- Formulating strategies for business development for the Company.- Managed Corporate clients such as GE Capital, Cargill India, Genpact, Yum Restaurant, Canon India, Hughes, Su-Kam, etc. to name a few.ACCOLADES- Promoted to the role of Area Manager in Oct 2010- Promoted to the role of Senior Relationship Manager in Sep 2008- “Employee of the Quarter” October 2009 – December 2009.- “NPS (Net Promoter Score) Champion” for the Quarter July 2009 – September 2009.- “NPS (Net Promoter Score) Champion” for the Quarter October 2008 – December 2008.- Won Holiday Trips to Bangkok & Singapore as first prize in the year 2008 & 2009.

Working since April 2007 with “iTrust Financial Advisors Pvt. Ltd.”, as “Senior Relationship Manager”. Company aims at developing the financial resources of Indian families and fulfill their savings, investment, insurance, housing, tax, pension and estate planning needs.

- Managing clients Mutual Fund, Insurance & Fixed Deposit portfolios.- Keeping track of investments & providing advice on time to time basis.- Provided advice on Portfolio Planning, Tax Planning, Retirement Planning, Mutual Funds, PPF, Insurance, RBI Bonds and Pension Schemes.- Handled & resolved client complaints.