Experience

McKinley Global Advisors LLP

• Relationship Manager - Wealth

  • Apr 2018 - Present

  Role : Promoting wealth products to HNI & mass Affluent client • Advising fixed Income and Equity products for HNI & Mass affluent clients • Promoting Alternative Investments fund to HNI Clients. • Monitoring investment performance, reviewing & revising investment plans as per changing markets. • Explaining product details, strategy, performance & philosophy to investors. • Cultivate and grow relationships with clients. Generating revenues by acquiring new clients through market scanning and references. • Maintaining customer’s portfolio, interacting with clients and offering them need based investments solutions. Show less



Evolve HR solutions Pvt

• Product Demonstrator

  • Sep 2015 - Dec 2017

  • Sales and demonstration of entire range of home appliances & Electronics. • Customer relationship management. • To promote sales of various Multi brand products of Samsung, Panasonic, Videocon, Toshiba including ( LED & LCD, Home Appliances ) • To handle customer complaint and queries regarding product or services. • Sales and demonstration of entire range of home appliances & Electronics. • Customer relationship management. • To promote sales of various Multi brand products of Samsung, Panasonic, Videocon, Toshiba including ( LED & LCD, Home Appliances ) • To handle customer complaint and queries regarding product or services.



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Sales Executive

  • Aug 2010 - Jul 2015

  Role: Corporate account team • Current Account opening and dealing with various corporate houses, Societies and trust. • Cross sale all banking products like MF, Insurance, FDs, Credit Card etc. • Trust & Society account opening, Dealing with various large societies, trust & corporate houses. • Working in coordination with branch managers and other team members across the region. • Performance due diligence of supporting documents. Role: Corporate account team • Current Account opening and dealing with various corporate houses, Societies and trust. • Cross sale all banking products like MF, Insurance, FDs, Credit Card etc. • Trust & Society account opening, Dealing with various large societies, trust & corporate houses. • Working in coordination with branch managers and other team members across the region. • Performance due diligence of supporting documents.