Provide personalized advisory services to clients, focusing on wealth management and product recommendations based on risk profiles and financial goals.Develop and manage investment portfolios, ensuring alignment with clients' long-term financial objectives.Conduct regular portfolio reviews and market analysis to adjust strategies based on market trends and client needs.Cultivate and maintain strong relationships with high-net-worth individuals (HNWIs), enhancing client retention… Show more Provide personalized advisory services to clients, focusing on wealth management and product recommendations based on risk profiles and financial goals.Develop and manage investment portfolios, ensuring alignment with clients' long-term financial objectives.Conduct regular portfolio reviews and market analysis to adjust strategies based on market trends and client needs.Cultivate and maintain strong relationships with high-net-worth individuals (HNWIs), enhancing client retention and satisfaction.Lead a team of advisors, providing guidance and training on financial products and market developments. Show less

Deals with financial services products like life insurance , structure product, AIF (AlternativeInvestment Fund), market outlook and discussion, risk profiling, retirement plan, PMS, Financialplanning Equity, Commodity and Currency. ➢ Generate revenue through all wealth products and achieve the goal.➢ Maintain the client’s portfolio and activate the existing dormant accounts.➢ Enhance learning wealth product of all the financial services and giving proper customizedsolutions… Show more Deals with financial services products like life insurance , structure product, AIF (AlternativeInvestment Fund), market outlook and discussion, risk profiling, retirement plan, PMS, Financialplanning Equity, Commodity and Currency. ➢ Generate revenue through all wealth products and achieve the goal.➢ Maintain the client’s portfolio and activate the existing dormant accounts.➢ Enhance learning wealth product of all the financial services and giving proper customizedsolutions for customers.➢ Cross selling life insurance of edelweiss tokiyo Show less

Recruited and developed business partners and agents, helping them grow and succeed in the system.Supervised, managed, and trained agents, providing direction, support, and motivation to meet set targets.Resolved customer issues and concerns, analyzed trends, and monitored competitor activities to address client needs.Recognized and rewarded for outstanding performance in branch, regional, and zonal-level contests and conclaves during the tenure.

Headed and managed a team of Sales Managers, Relationship Managers, Team Leads, and Equity Dealers.Developed, trained, and managed a high-performance team to achieve business goals.Conducted weekly team meetings, focusing on targets, achievements, and implementing new initiatives.Actively involved in the recruitment and onboarding of new staff to strengthen the branch team.Responsible for the branch's revenue generation and managing the profit and loss for the… Show more Headed and managed a team of Sales Managers, Relationship Managers, Team Leads, and Equity Dealers.Developed, trained, and managed a high-performance team to achieve business goals.Conducted weekly team meetings, focusing on targets, achievements, and implementing new initiatives.Actively involved in the recruitment and onboarding of new staff to strengthen the branch team.Responsible for the branch's revenue generation and managing the profit and loss for the branch.Developed business partnerships and franchise relationships to expand the branch’s reach.Managed MIS and conducted regular portfolio reviews to ensure performance and alignment with client goals. Show less

Focused on generating revenue through advisory services, market analysis, and identifying profitable investment opportunities for clients.Opened Demat accounts for clients, providing seamless account setup and offering tailored advice on investment strategies.Built strong, lasting relationships with clients by offering personalized financial advice and addressing their investment needs.Managed client portfolios and ensured timely execution of investment transactions.Worked… Show more Focused on generating revenue through advisory services, market analysis, and identifying profitable investment opportunities for clients.Opened Demat accounts for clients, providing seamless account setup and offering tailored advice on investment strategies.Built strong, lasting relationships with clients by offering personalized financial advice and addressing their investment needs.Managed client portfolios and ensured timely execution of investment transactions.Worked closely with the sales team to achieve branch targets and revenue goals. Show less

Responsible for opening Demat accounts for clients, ensuring efficient and accurate account setup.Generated revenue by offering stock market insights, investment strategies, and recommending products that aligned with clients’ financial goals.Assisted clients with their investment queries and provided regular portfolio reviews and updates.Developed strong relationships with clients, enhancing customer retention and satisfaction through consistent follow-up and support.Worked… Show more Responsible for opening Demat accounts for clients, ensuring efficient and accurate account setup.Generated revenue by offering stock market insights, investment strategies, and recommending products that aligned with clients’ financial goals.Assisted clients with their investment queries and provided regular portfolio reviews and updates.Developed strong relationships with clients, enhancing customer retention and satisfaction through consistent follow-up and support.Worked closely with senior management to achieve sales and revenue targets. Show less