Experience

IndiaBonds

• India
• Financial Services
• 1 - 100 Employee

• Bond Manager

  • Mar 2022 - Present

  • Successfully acquired potential clients and established strong, long-term relationships with a diverse client base. • Analyzed clients' investment preferences, focusing on fixed-income instruments, and effectively pitched suitable securities based on their preferences. • Prepared comprehensive cash flow analyses for various securities, leveraging insights from the Information Memorandum of the issue. • Demonstrated excellent problem-solving skills by promptly addressing clients' queries related to settlement, interest calculations, taxation, and other investment-related matters through seamless coordination with the internal team. • Proficiently analyzed and interpreted Information Memorandums and Credit Rationale issued by issuers and credit rating agencies, respectively, to ensure well-informed investment decisions. Show less



Reliance Nippon Life Insurance

• India
• Insurance
• 700 & Above Employee

• Senior Relationship Manager

  • Dec 2020 - Jun 2021

  • CREATING APPOINTMENTS AND INDULGING IN DIRECT SALES FOR GENERATING REVENUE FOR THE ORGANIZATION. • RESPONSIBLE FOR ACQUIRING NEW CLIENTS AND BUILDING A STRONG PIPELINE FOR CONSISTENT CASHFLOW FOR BUSINESS. • CLIENT RETENTION AND CROSS SELLEING. • TARGET ORIENTED WORK IN TIGHT DEADLINES. • ACHIEVED POSITION OF SENIOR RELATIONSHIP MANAGER IN SPAN OF 5 MONTHS. • CREATING APPOINTMENTS AND INDULGING IN DIRECT SALES FOR GENERATING REVENUE FOR THE ORGANIZATION. • RESPONSIBLE FOR ACQUIRING NEW CLIENTS AND BUILDING A STRONG PIPELINE FOR CONSISTENT CASHFLOW FOR BUSINESS. • CLIENT RETENTION AND CROSS SELLEING. • TARGET ORIENTED WORK IN TIGHT DEADLINES. • ACHIEVED POSITION OF SENIOR RELATIONSHIP MANAGER IN SPAN OF 5 MONTHS.



ICICI Lombard

• India
• Insurance
• 700 & Above Employee

• Echannel Manager

  • Dec 2018 - Feb 2020

  • RESPONSIBLE FOR CLIENT RETENTION, CROSS SELLING AND GENERATING REVENUE BY UPGRADING EXISISTING INSURANCE PLANS. • SALE CLOSURE • COLLECTING RENEWALS VIA IVR PAYMENT • DATA MANAGEMENT IN EXCEL FORMAT • RESPONSIBLE FOR CLIENT RETENTION, CROSS SELLING AND GENERATING REVENUE BY UPGRADING EXISISTING INSURANCE PLANS. • SALE CLOSURE • COLLECTING RENEWALS VIA IVR PAYMENT • DATA MANAGEMENT IN EXCEL FORMAT



HDFC securities

• India
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Oct 2017 - Aug 2018

  • SALES , CLIENT HANDLING , PROFILING , PORTFOLIO BUILDING , CLIENT ACTIVATION . • Consulting clients financially on the latest trends in PRIMARY AND SECONDARY MARKET . • Solving concerns and questions related to buying/selling OF SECURITES • Cross selling of Insurance Products Including life and general Insurance. • SALES , CLIENT HANDLING , PROFILING , PORTFOLIO BUILDING , CLIENT ACTIVATION . • Consulting clients financially on the latest trends in PRIMARY AND SECONDARY MARKET . • Solving concerns and questions related to buying/selling OF SECURITES • Cross selling of Insurance Products Including life and general Insurance.