Ensuring superior experience for current & prospective customers with PWM outfit through various Investment products and financial planning. Leading HNI client acquisition functions through Digital Campaigns, Referral Partners and Knowledge Sessions with Corporates & Private Wealth RM networks.Coordinating with existing & new clients for cross selling & leveraging the business opportunitiesand driving equity & MF products. Managed business and motivated the teams to perform and impact organisation’s profitability through effective strategic & tactical management decisions. Established new edge technology in learning domain, i.e. sales, process & operations of Virtual interactive Training Programs for working executives along with affluent clients & investors. Led the sales activities of Financial Learning Programs (Capital Market, Financial Planning, Wealth Management, Technical Analysis, Financial Analyst & Specialized Programs with NISM, IIM Indore, XLRI J, Frankfurt, CFA Institute & FPSB) through RM network, Direct Sales Team, Business Associates & Knowledge Partners. Executed National level Stockmind Trading Competition & Financial Literacy Programs at Colleges, Institutes & Universities for North Zone to promote ICICI direct platform and generate business opportunities. Strategized the sales & marketing plans in sync with the support team to meet the predefined goals. Executed marketing activities in coordination with the support team through Presentations, Website, Content, E-mailers, Brochures & Social Campaigns.

Drove organisational sales by formulating the business plan encompassing sales, revenue andexpense control. Conducted market research, surveys and analyses to increase market share. Managed overall business planning, marketing strategy, contracts, revenue management, resources & financial planning, promotional campaigning, merchandising and reporting. Led sales & business development including new product rollouts, key account management, buyer and customer relationships development and contract negotiations. Explored potential business avenues & managed marketing & sales operations for achieving the business targets; initiated market development efforts and increased business growth. Spearheaded sales activities of Financial Learning Programs like Capital Market, Financial Planning, Arbitrage, Technical Analysis, Portfolio Management. Client relationship management & engagement for Equity advisory activities and trading operations.