Vikash Lala Email & Phone Number

INVESTMENT BANKING.Acquiring new clients for bank or Assisted clients with opening accounts.: Recognized and sold the proper investment services to clients.: Given clients with information on latest and obtainable products and services. : Study information and arrange plans best suited to individual client's need

Investment banking.(Wealth management). : Created and followed up on own leads and ensured compliances with industry with regulatory needs and guidelines.: Experienced in managing high-net worth customers - have gained knowledge in products like mutual fund, insurance, portfolio management, & real estate fund, structured products other funds launched by Kotak. : Well versed in Cross-Selling and managing relationship with the client.

Taking customer’s inbound call and truoble shooting the problem and giving appropriate solution.: Training new batches on the floor . : Monitoring new batches giving them feedback regarding services skills and how to handle difficult customers. : Managing the team in absence of team leader.: Taking escalated (supervisory and appreciation) Calls. : Replying to customers email

: Worked as a sales person for U.S.A Client T - Mobile.Selling mobile connection to American customers over the phone.: Selling Refinance plans to U.S and Canadian customers over the phone. (Mortgage process)

Worked with Mc Donald as a crew member for more than 2 years while doing gradution.

Mba, Finance

Bcom, Commerce