● Responsible for execution and delivery of projects related to sales distribution teams(PSF).● Coordinate with the Sales team & CentralProjects team● Create and manage presentations for senior leaders in the region● Track and analyze data for the business and region with regular MIS updates, Create communication packs for employees in the region for various updates to support delivery of business agenda● Design & drive local contests and manage the Rewards and Recognition (RR) programme for the region● Drive Protection & Persistency targets for the business & region.

● Develop and implement comprehensive wealth management strategies, regularly monitor and adjust investment portfolios based on financial goals, market conditions, and risk tolerance.● Explain complex insurance concepts to clients, helping them to make informed decision.● Helping the clients to do their fund switching according to the market trends and financial planning.● Provide financial advice, build long-term relationships, and maintain proactive communication to meet the specific needs and goals of HNIs.● Consistently exceeded targets for revenue generation, client acquisition, and portfolio growth; recognized with the 'Yuva Star' and ‘Plague of Honor’ for outstanding performance.