Raj Das Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Responsibilities:Empanel distributors to promote and sell investment management schemes.Drive sales to meet targets through a strategic mix of external channel partners, internal sales channels, and direct client engagement.Develop processes and Management Information Systems (MIS) for effective sales monitoring and reporting.Address and resolve queries from channels and clients.Strategy Planning:Formulate the overall departmental strategy in alignment with the organization's objectives.Achieve targets through a well-designed strategy and continuously monitor and refine it.Internal Coordination:Collaborate with senior management to establish clear objectives for the department.Resource Planning:Work with investment teams to facilitate client interactions and information sharing.Coordinate with operations to ensure seamless functioning between departments.Ensure compliance with all regulations related to channel partners, distributors, and clients.Compliance:Oversee all activities to ensure adherence to internal and regulatory compliance standards.Regularly verify that all distributor agreements and client documentation meet regulatory and compliance requirements.

Andheri

Responsibilities:o Maintaining healthy relationship with the assigned FAN.o Achieving equity revenue targets of the mapped FAN.o Activating FAN for new KYCs.o Ensuring KYC targets achievement for assigned FAN.o Increasing AUM through marginso Cross Sales MF/HI/LI/GI and other products.o Achieving optimum Customer Satisfaction.o Connecting assigned FAN regularly.o Manage HNI FAN and Consistent Growth of 25% Every Quarter

Mumbai, Maharashtra, India

Responsibilities:o Placing Orders on Behalf of the Customers Retail HNI & UHNI i.e Equity F&O Mutual Fund Bond Government Security,etc.o Deepen the relationship by Cross selling other financial Products & Services according to Customer Needs.

Mumbai, Maharashtra, India

Responsibilities:o Acquisition & servicing of High Net Worth individual and corporate clients.o Accountable for handling portfolios of HNI clients for equity.Identifying customer needs and assessing their risk appetite.o Achieving targets as assigned by the organization.o Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products,acquiring family a/cs and retaining the relationship.o Continuously tracking market trends and customer requirements and providing regular updates to the clients.

Mumbai, Maharashtra, India

Professional Freelance With SRS Realtors for Marketing & Sales in Business Marketing For Sales of Product and Stock Management.

Mumbai, Maharashtra

Responsibilities:o Guide clients with regards to their investments in capital market such as equity, derivatives(future & options), and place orders on their behalf of Client’s.o Provide them with details of research regarding long term as well as short term investment options.o Recommend investment options as per client’s portfolio.o Build relationships with the client & educate them about investments.o Client Acquisition as per targets and cross selling of multiple third-party products.

India

Gobal Investing Assistant Product Manager

Mumbai Area, India

Master Of Business Administration - Mba, Finance, A+

The upGrad School of Management and Technology, UK MBA is a revolutionary program that addresses the shortcomings of traditional programs.

Bachelor Of Accounting & Finance, Accounting And Finance, A

Get Business Online, Digital Arts, A

Activities and Societies: Chamber ChoraleGet a business online - Created By Google

Derivative, Capital Market, A

NISM-Series-VIII- Equity Derivatives Certification

Mutual Fund, Capital Market, A

NISM Series VA

Banking, Corporate, Finance, And Securities Law, A+

Activities and Societies: Corporate FinanceCorporate Finance