Deputy Manager

• Nov 2017 - Present

IFA - RM

• Aug 2014 - May 2016

Effectively heading IFA’s & HNI Investor regular product updates to them & attend the calls along with the Mapped Advisers. Market intelligence – competitive product study & continuous feedback to Product team on the same.Handle queries & provide solutions to the Advisers & customer requirements coordinating with Services team & Marketing team for product promotion Activities. Evaluation of all relationship requests and acting as a conscious guard of the system for quality and profile of the customers. Empanelling New Advisers & Building corporate and retail relationship.Building and maintaining healthy business relations with Mapped Advisors, ensuring high customer satisfaction matrices by achieving delivery & service quality norms.Driving sales initiatives and achieving budgeted targets and to explore & implement marketing initiatives to build consumer preference & drive volumes. Show less

IFA - RM

• Aug 2014 - May 2016

To get business from Mapped individual Financial Advisors and acuqiring New Advisors and make sure that reach them for all the requirements of them and achive the targets

USM -KRA

• Jul 2013 - Aug 2014

To built relationship with bank, broking channel, and NBFC and motivate their relationship managers to sale general insurance product. Assist the executives in closing the leads. Promoting various insurance plans to Retail & HNI clients based on their need and risk appetite. Instrumental in reviewing & interpreting the competition & market information to fine-tune strategies whilst identifying prospective clients Effective objection handling with respect to the specific insurance plans Establishing healthy business relations with clients for securing repeat business & long term customer loyalty and worked towards solving their queries and escalations efficiently. Updating Daily MIS repot and reporting to SM. Show less

Asst.Manager

• May 2010 - Jul 2013

Effectively heading various Locations & Team and visiting the all the branches of Sundaram Finance (AP West) and regular product updates to them. Promoting Sundaram Mutual Fund to Retail & HNI clients based on their need and risk appetite. Attend the calls along with the Sales Team (Sundaram Finance & Sundaram Direct). Market intelligence – competitive product study & continuous feedback to Product team on the same Handle queries & provide solutions to the customer requirements In co-ordination with Services & Marketing team. Evaluation of all relationship requests and acting as a conscious guard of the system for quality and profile of the customers. Building corporate and retail relationship. Show less

R.M

• Feb 2008 - Jan 2010

Identifying and networking with prospective customers, generating additional business from existing customers. Identifying and networking with prospective customers, generating additional business from existing customers.