Acquisition of new RIA & IFA/ Mutual Fund Distributors, help them to understand the platform/ software and give them demo/training. Provide them after sales service like handling their queries give them solution accordingly.

Acquisition of new IFA/ Mutual Fund Distributors, help them to understand the platform/ software and give them demo/training

Worked in Agency channel, recruiting Insurance Managers/Advisors and onboard them in system. Give them training regarding products available in system as well as help them to close the deal by making joint calls with them either on call or in field. Engage and coordinate with different functions like Marketing, Training, IT, MIS etc.

Used to deal with Mutual fund distributors worked on PAN India level, give them demo of our software where they can manage their clients data, generate various types of business analytics reports, transact online and make them subscribe to software on annual basis. Handle relationship with them by solving their queries, giving training to them regarding each and every feature in software make them retain in system year on year basis.

Worked as sales executive into B2C module where I used to deal with clients thorugh cold calling, fixing an appointment with them for face to face discussion regarding their requirements and accordingly recommend them Mutual Fund schemes where they can start investing either through SIP or Lumpsum.