A joint venture of Credence Family Office & New Vertical.At Credence North Pvt Ltd, we provide comprehensive financial and administrative services to high-net-worth families. Our offerings include personalized wealth management, investment planning, tax and estate planning, and fiduciary services. We ensure the preservation and growth of your family’s wealth across generations, coordinating legal, taxation, and lifestyle needs. By leveraging our specialized expertise and holistic approach, we streamline your financial affairs, mitigate risks, and support your family’s legacy and goals. Our tailored solutions foster financial security, allowing you to focus on personal pursuits while we strategically manage your assets and investments.

Accel Skill Edutech Private Limited is a start-up providing comprehensive solutions in skilling, overseas placement, career counseling, and language training. With a commitment to excellence and a passion for empowering individuals, the company strive to bridge the gap between education and employability.

New Vertical IMF is an entity registered by IRDAI to solicit and procure insurance products and distribute other financial products.

Advisory services and Debt Syndication for SMEs/ HNI/ UHNI clients.

GREX is a private market platform for unlisted private limited companies to raise capital through private placement. The profile requires onboarding of investors through direct and channel partners. I look after strategic tie-ups with wealth mgmt firms, portfolio managers, broking firms, IFAs to onboard investors on platform.

We are essentially a FinTech company creating a platform to facilitate buying/selling of real estate in smaller, more affordable amounts. We have provided three level solution to basic pain areas in Real Estate by offering Digital transaction to buy fractional ownership and record the same on block chain network. It helps in bringing liquidity, transparency and reliability in Real Estate transaction.www.realx.in

Responsibilities:Achievement of Branch Sales points through client acquisition, Wealth Sales, Insurance, and Disbursal of loan products.Improve RM productivity- 70% of the RMs should meet gating.Ensure branch is profitable.Enhance market share – Map the cachement area around the branch to gauge customer potential.Customer engagement – Build & maintain relationship with the Top 25 customers of branch.Sales quality –Implement need based selling to the customers after proper financial planning and asset allocation.

Achieve revenue targets through Equity broking, Investments, Insurance and LAS/LAMImprove productivity - Improve customer activation ratio, improve RM/Dealer productivity.Ensure branch is profitable.Enhance Market share.Sales quality.

Responsible for achieving High Revenue Targets with a team of 25 Relationship Managers, achieving overall target, achievement in terms of Trading Accounts, Revenue, Margin Money, Cross Sell: IPO Financing, Loan against property to existing and new clients.Handling a Team of Relationship Managers, Sales Managers, Back Office Personnel, Dealers.Acquisition of 125 new Trading clients every month and promoting value added services. Relationship building and servicing top 10% existing trading clients.

Responsible for Overall Target Achievement.Motivating Team of Relationship Managers to improve productivity.Contribute to 10% of Region's Revenue Targets.Daily monitoring of Relationship Managers' activities and their reporting.

Analysis of various Mutual Funds available in the market.Selling best suitable Mutual Fund to existing and new clients of the Bank.Coordinating with sales team and cross sell the product with them.Promoting Mutual Fund distribution through different means.