Deepali Lalwani

Deepali Lalwani Email and Phone Number

Financial Product Distribution| Educator |AMFI Registered Mutual Fund Distributor |IRDA Life & General Licenciate @
Deepali Lalwani's Location
Surat, Gujarat, India, India
About Deepali Lalwani

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

Deepali Lalwani's Current Company Details
Self-employed

Self-Employed

Financial Product Distribution| Educator |AMFI Registered Mutual Fund Distributor |IRDA Life & General Licenciate
Deepali Lalwani Work Experience Details
  • Self-Employed
    Financial Product Distributor
    Self-Employed Mar 2020 - Present
    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.
  • Moneytree Wealth Advisors
    Wealth Management Associate
    Moneytree Wealth Advisors Oct 2017 - Mar 2020
    Gujarat, India
  • D-Minimall
    Marketing Manager
    D-Minimall Aug 2010 - Oct 2017
    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.
  • Ge Capital
    Sales Trainer
    Ge Capital Jan 2008 - Aug 2010
    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
  • Ge Capital
    Sales Team Lead
    Ge Capital Jan 2004 - Sep 2007
    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)

Deepali Lalwani Skills

Leadership Marketing Management Financial Advisory Team Building Executive Management Insurance Retirement Planning Sales People Development Blogging Sales Operations Investments Business Development Mentoring Finance Wealth Management Mutual Funds Operations Management Training Small Business Management Management Staff Development Coaching Coaching And Mentoring Linkedin

Deepali Lalwani Education Details

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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