Monitor and address HNI clients’ banking and Investment requirements, use financial Services analytics and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.  Handled products and services of Equities, Derivatives, Currency, Commodities Market, Insurance, Mutual Funds and Real estate.

Identified potential Insurance agents, recruit them, conducted training programs, and reviewed performance by setting achievable targets to build a team of highly productive agents. Made Telemarketing calls to prospective clients and educating the prospects about our products viz- a- viz competitor products. Undertook joint fieldwork with Insurance Advisors and demonstrated successful sales skills. Achievements: Received Award for making highest number of applications login (continuously 4 times), at the branch level; Super Sales Manager in March, 2009.

Handled Client Acquisition and maintained client relationship; carried out Business Development, Client servicing and maintained existing & acquired Clients.  Handled Equities, Derivatives, Currency & Commodities Market, Cold canvassing & bringing in own set of data-base. Achievement:  Became the Top Performer in terms of Margin money collection, across Bangalore in February, 2008.