Financial Product Distributor
CurrentDistributing 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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Deepali Lalwani is listed as Financial Product Distributor at Self-employed, based in Surat, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Deepali Lalwani.
Deepali Lalwani previously worked as Wealth Management Associate at Moneytree Wealth Advisors and Marketing Manager at D-Minimall. Deepali Lalwani holds Master Of Business Administration - Mba, Finance, Marketing (Dual Specialisation), 1St Class from Devi Ahilya Vishwavidyalaya, Indore.
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
Listed skills include Leadership, Marketing Management, Financial Advisory, Team Building, and 21 others.
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Surat , Gujarat
Distributing Solution-oriented Financial Products viz. PMS, Mutual Funds, Retirement Funds, Tax Saving Products, Corporate FDs, NCD, NPS ,Insurance solutions Corporates and Individuals etc.
Gujarat, India
Surat, Gujarat, India
Startup 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.
Mumbai, Maharashtra
Conduct 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
Indore Area, India
Leaded 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)
Activities and Societies: Major Research Project on " Securities Market And Investor Behaviour"
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Deepali Lalwani works for Self-employed.
Deepali Lalwani is listed as Financial Product Distributor at Self-employed.
Deepali Lalwani is based in Surat, Gujarat, India while working with Self-employed.
Deepali Lalwani has worked for Self-Employed, Moneytree Wealth Advisors, D-Minimall, and Ge Capital.
You can use AeroLeads to view verified contact signals for Deepali Lalwani at Self-employed, including work email, phone, and LinkedIn data when available.
Deepali Lalwani holds Master Of Business Administration - Mba, Finance, Marketing (Dual Specialisation), 1St Class from Devi Ahilya Vishwavidyalaya, Indore.
Deepali Lalwani is listed with skills including Leadership, Marketing Management, Financial Advisory, Team Building, Executive Management, Insurance, Retirement Planning, and Sales.
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