Vijay Kewat Email and Phone Number

Handling a team of 15 TPP (Third party product) Digital Business. Handling Assistant Manager Team. Driving business from Mutual Fund SIP, Lumpsum Investment, Small Case baskest, NCD’s, Bonds & Insurance. Preparing Portfolio for the client as per requirement. Specialist in handling Inactive and dormant accounts to get them active. Giving Mutual Fund training to the RM. Handling outsourcing team of General Insurance RM.

Handling a team size of 15Driving business from Mutual Fund Investment. SIP, Lumpsum.Handling Angel Bee Application Mutual Fund investment platform.Helping Quality Analyst team if required any changes in Angel Bee Application.Giving Mutual Fund training to the team and new joiners.

Handling a Team of 10 members.Assisted with day-to-day operations, working efficiently and productively with all team members.Dealing in Mutual Fund, Bond, Debenture & FD.Monitoring & reporting on standards & performance targets.Handling new client enquiry and acting as the face of the business.Preparing daily workloads for staff & co -coordinating the daily allocation of work.Arranging & chairing team meetings, focusing on targets & achievements.

Advising client to investment in Mutual Fund, Bond, Debenture, NCD’s & FD.Worked with clients to support understanding of rationale and details of financial strategies.Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.Informing the regular investors about recent… Show more Advising client to investment in Mutual Fund, Bond, Debenture, NCD’s & FD.Worked with clients to support understanding of rationale and details of financial strategies.Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.Informing the regular investors about recent changes in markets and upcoming NFO’s & Dividends.Maintaining portfolios of HNI clients by keeping an eye on the value of their MF’s investments and advising them on timely basis. Show less