Sonal Pathak Email & Phone Number

Prabhadevi

Navi Mumbai, Maharashtra, India

Develop and implement strategies to increase the business of Mutual Funds and Fixed Income products in the vertical (eRMG).Identify and pursue new business opportunities through market research, lead generation, and outreach to potential clients.Build and maintain strong relationships with existing clients and partners to ensure customer satisfaction and retention.Work closely with the marketing team to develop targeted campaigns that effectively promote the organization's Mutual Fund and Fixed Income products.Work closely with the Product team within the organization to ensure that the RMs have proper training and knowledge of the products to meet their targets.Collaborate with other teams within the organization to ensure a cohesive and comprehensive approach to business development.

Mumbai, Maharashtra, India

• Involved in Relationship building and Management with the customers for sales and services of Financial Products.• Preparing financial plans for our clients and by covering all the areas of client’s financial needs and goals.• Responsible for cross selling products like Mutual Funds, corporate Fixed Deposits, NPS, NDs, Bonds, Life Insurance, General Insurance, Traditional Plans et.• Increased customer satisfaction by creating a customer focused environment, meeting their expectations on time.• Meeting targets in required time period.

Mumbai, Maharashtra, India

Navi Mumbai, Maharashtra

• Communicate to Retail Investors and IFAs relating to their Investments in Mutual Funds.• Worked on different campaigns like SIP/Purchase Rejection, SIP Reversal, NFO related information.• Managing infuriated Investors/IFAs through calls or via Email.• Managed and trained new employee about the process and procedure of MF.• Managed Team and ensured they provide quality of service to investors.• Ensure that the team have no issues relating to work by providing resolutions by effective communication with the Team, Team Leader and Manager. • Planned and ensured that targets are met with good results.

Master'S Degree, Finance And Financial Management Services, A

Master'S In Commerce, Accounts, A

Bachelor Of Commerce - Bcom, Banking And Insurance