Experience

DR FUNDS

• India
• Investment Management
• 1 - 100 Employee

• Vice President - Sales ( Wealth Management )

  • Feb. 2015 - –Heute

  To analyse the client's need, their time horizon, and risk appetite.• To advice client (HNI's) on various Investment options (Mutual Funds, Stocks) available in the market and help them to generate a high ROI (Return on Investment) depending on their investment object/goal. • To dissimulate the product information / market information / new product launch to clients. • Update client about the features & benefits of the product, pricing & build a positive brand image.• To achieve the pre – defined targets set by their Reporting heads in terms of Revenue Generation. • Responsible for client acquisition and client retention. • Report daily activities to the reporting head who will in turn evaluate their performance.• Meeting clients in my town and outstation as well.



Idea Securities pvt ltd

• Associate Vice President- Wealth Management

  • März 2009 - Jan. 2015