Top Skills : Financial Planning, Operations, Wealth advisory Retirement Planning , Tax planning, Wealth Operations Training & Development,Mentoring, Blogging, Sales & Marketing , Power Point , MS-Excel, MS-Word, Digital Marketing, Social Media Marketing
Self-Employed
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Financial Product DistributorSelf-Employed Mar 2020 - PresentSurat , GujaratDistributing Solution-oriented Financial Products viz. PMS, Mutual Funds, Retirement Funds, Tax Saving Products, Corporate FDs, NCD, NPS ,Insurance solutions Corporates and Individuals etc.
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Wealth Management AssociateMoneytree Wealth Advisors Oct 2017 - Mar 2020Gujarat, India
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Marketing ManagerD-Minimall Aug 2010 - Oct 2017Surat, Gujarat, IndiaStartup Venture , selling the accessories through a network of resellers through online platform and promoting the brand through Various Exhibitions.Running online CampaignsDigital marketing of the product through online social platforms like Instagram, Facebook , WhatsApp etcRevenue generation and sales target achievement Product catalogue creation etc.
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Sales TrainerGe Capital Jan 2008 - Aug 2010Mumbai, MaharashtraConduct product and sales Trainings for SBI Card sales team across offices in Mumbai and Thane.Create content and prepare sales presentation (PPT)Soft skills and pitch skills training Assure KRAs i.e. assuring key result areas of sales team.onboarding of new sales executives Call barging and take corrective actions based on quality.Create contest and execute the contest for greater productivity and motivation of the sales team.Sales executives counseling -
Sales Team LeadGe Capital Jan 2004 - Sep 2007Indore Area, IndiaLeaded Telesales team of for M.P. and Chattisgarh.Consistently achieved targets across SBI Card product line (viz. IRCTC SBI card , Tata SBI Card etc.)Profile :Lead Generation , Lead Allocation and lead conversion.Sales OperationContest creation and running contests Lead managementTraining and Mentoring Prepare Power Point presentationMaintain spreadsheets and Analyzing the KRA (Key Result Areas)
Deepali Lalwani Skills
Deepali Lalwani Education Details
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1St Class -
Sarafa Vidya Niketan,Indore1
Frequently Asked Questions about Deepali Lalwani
What company does Deepali Lalwani work for?
Deepali Lalwani works for Self-Employed
What is Deepali Lalwani's role at the current company?
Deepali Lalwani's current role is Financial Product Distribution| Educator |AMFI Registered Mutual Fund Distributor |IRDA Life & General Licenciate.
What schools did Deepali Lalwani attend?
Deepali Lalwani attended Devi Ahilya Vishwavidyalaya, Indore, Devi Ahilya Vishwavidyalaya, Sarafa Vidya Niketan,indore.
What skills is Deepali Lalwani known for?
Deepali Lalwani has skills like Leadership, Marketing Management, Financial Advisory, Team Building, Executive Management, Insurance, Retirement Planning, Sales, People Development, Blogging, Sales Operations, Investments.
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Deepali Lalwani
Founder At Market Minds Head At Titan Studio Digital Marketing Executive || Ppc || Seo Executive|| Social Media Management||Ahmedabad
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