Manager - Sales
CurrentWORK PORTFOLIO –• Managing team of 2 Relationship Managers & 1 Dealer.• Responsible for Sales, Business Development & Profitability of Team.WORK PROFILE –• SALES / BUSINESS DEVELOPMENT -- Client Acquisition – Self and Through Team.- Developing and enhancing relationships with high net-worth clients and providing financial advice/ solutions for various financial needs.- To retain the existing customer base and improve customer satisfaction.- Conducting Customer Seminars for New Client Acquisition.• RESEARCH & CONSULTANCY –- Fundamental & Technical Analysis / Study of Equity Market.- Suggesting various Investment options to investors as per their Risk Appetite & Time Horizon.- Manage the portfolios of clients.• Driving revenue growth through Cross-sell the suite of financial products (Mutual funds, Insurance – Life & General, Direct Equity, Commodity trading, etc.)