Experienced Relationship Management demonstrated working in the Capital Marketing industry, insurance & Internet information technology & Skilled Marketing Management, Customers Relationship Management , Business Development, Management,Human Resources, strong Customer Services professional
Wealth management, Financial Advisory, financial Planning, Operation Management, administration
Managing a Sales, Marketing, Trading Team.
Focusing on
New Business Growth
Portfolio Management
Risk Management
New Investments
Training
Presentation.
In Houses
Out Houses
Targets
Revenue Generation
Responsible for hiring and recruitment of own team
floor and field training to the team.
Retain existing and entertain new clients.
Spend maximum time to achieve regular sales of new business inorder to attain company's sales objective.
Develop and implement sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support. Represent a full life line of insurance and financial products, serving as a trusted advisor to businesses and individuals. Hire, train and supervise sales support staff, and create a fun and productive work environment.
Clients Dealing
Business Devlepment
Portfolio investment
Tele Marketing
Assistant Manager Role
Public Dealing and information about BDEs and their Customers and inhouses.
Research Analyst
Worked as Trader, Business developer
Official Documentation
Coordinate with HR department
Update current balance of Account Holder
Daily Communication with Account Holders
Daily check BDEs Calling Sheets
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