Rahul Morey Email and Phone Number

Relationship ManagerSuccessfully identified and converted prospects into clients, driving significant new business acquisition.Managed and converted leads from internal sources, consistently exceeding targets for new client acquisition and net asset growth.Served as the primary contact for client queries and support, ensuring high client satisfaction and retention.Proactively addressed client concerns regarding investments, coordinating with internal departments for swift resolution.Strengthened client relationships by addressing various organizational needs and providing tailored solutions.

Investment ManagerConducted outbound calls and actively pursued new sales opportunities through networking and social media.Set up client meetings, addressing their needs and concerns, and presented tailored product solutions.Prepared and delivered product and service presentations, creating reports with sales and financial data.Ensured stock availability for demonstrations and participated in exhibitions and conferences.Negotiated and closed deals, managed objections, and collaborated with the team to exceed targets.