Experience

Almondz

• India
• Business Consulting and Services
• 300 - 400 Employee

• WEALTH MANAGER

  • Dec 2011 - Present



Almondz Globaal Securities Ltd

• Sales Manager

  • Dec 2011 - Present

  Acquire new customers and keeping a good relationship with them. Provide the customers good services; Cross Sale. Ensuring accomplishment of set business targets and revenue generation through self sourcing. Generate revenue by selling all the financial products like Mutual Funds, FDs, Life Insurance, General Insurance, D-mate accounts, Commodities, Real Estate etc. Acquire new customers and keeping a good relationship with them. Provide the customers good services; Cross Sale. Ensuring accomplishment of set business targets and revenue generation through self sourcing. Generate revenue by selling all the financial products like Mutual Funds, FDs, Life Insurance, General Insurance, D-mate accounts, Commodities, Real Estate etc.



ICICIdirect

• India
• Financial Services
• 700 & Above Employee

• Senior Relationship Manager

  • Aug 2010 - Nov 2011

  Keeping a good relationship with existing customers and acquire new customers. Provide the customers good services from ICICI Securities Ltd and Cross Sale. Ensuring accomplishment of set business targets and revenue generation through self sourcing. Generate revenue by selling all the financial products like Mutual Funds, FDs, Life Insurance, General Insurance, D-mate accounts etc Keeping a good relationship with existing customers and acquire new customers. Provide the customers good services from ICICI Securities Ltd and Cross Sale. Ensuring accomplishment of set business targets and revenue generation through self sourcing. Generate revenue by selling all the financial products like Mutual Funds, FDs, Life Insurance, General Insurance, D-mate accounts etc



Birla Sun Life Insurance Co. Ltd

• Associate Sales Manager

  • Jun 2008 - Jul 2010

  Handling bancassurance channel with Deutsche bank Gurgaon branch Lead generation and conversion through the RMs and bankers for achieving branch insurance targets Responsible for all the documentation procedure from login to issuance of insurance business. To Provide full support for business and service for existing customer. To motivate all the RMs and service staff for revenue generation of the branch. Handling bancassurance channel with Deutsche bank Gurgaon branch Lead generation and conversion through the RMs and bankers for achieving branch insurance targets Responsible for all the documentation procedure from login to issuance of insurance business. To Provide full support for business and service for existing customer. To motivate all the RMs and service staff for revenue generation of the branch.



AVIVA Life Insurance Company Ltd

• Financial Planning Consultant

  • Dec 2006 - May 2008

  Handling bancassurance channel with Centurion bank of punjab nehru place branch Lead generation and conversion through the RMs and bankers for achieving branch insurance targets Responsible for all the documentation procedure from login to issuance of insurance business. To Provide full support for business and service for existing customer To motivate all the RMs and service staff for revenue generation of the branch Handling bancassurance channel with Centurion bank of punjab nehru place branch Lead generation and conversion through the RMs and bankers for achieving branch insurance targets Responsible for all the documentation procedure from login to issuance of insurance business. To Provide full support for business and service for existing customer To motivate all the RMs and service staff for revenue generation of the branch