Wealth Management Practice by showcasing Financial Planning, Wealth Review, Risk Management, Equity PMS and Realty Advisory to Customers & Prospects.Managing delivery of customer services for improving client satisfaction levels for high value Individual & corporate accounts for achieving regular targets. Building and strengthening relationships with key accounts; thereby ensuring high customer satisfaction by providing them with complete product support. Conceptualizing and… Show more Wealth Management Practice by showcasing Financial Planning, Wealth Review, Risk Management, Equity PMS and Realty Advisory to Customers & Prospects.Managing delivery of customer services for improving client satisfaction levels for high value Individual & corporate accounts for achieving regular targets. Building and strengthening relationships with key accounts; thereby ensuring high customer satisfaction by providing them with complete product support. Conceptualizing and implementing customer acquisition & retention strategies by offering value added services, sales support services, etc. Show less

1-Maintaining Relationship with channel partner employee.2-New client acquisition,individual calls and joint call with Chanel partner employee.3-life insurance product training.