V

Vaishali vishwakarma

Operations Associate

Indore, Madhya Pradesh, India6 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Experienced in sales and customer relationship management.
  • Strong background in equity research and financial analysis.
  • Proven ability to develop business avenues and motivate teams.
Stackforce AI infers this person is a Financial Services professional with expertise in sales, equity research, and customer relationship management.

Contact

Skills

Core Skills

SalesCustomer Relationship ManagementMarketingEquity ResearchFinancial Analysis

Other Skills

Customer EngagementCustomer ServiceManagementMicrosoft ExcelMicrosoft WordPresentation SkillsResearchTeamworkTraining

About

PGDM (International business) Student at itm business school, Navi Mumbai I have done bachelor's in commerce, Taxation and diploma in computer application with a work experience in trading analysis and i am interested to work for a company with a job profile like supply chain management & logistics after complete my course.

Experience

Pnb metlife india insurance co. ltd

Assistant Branch Manager

Jan 2022Present · 4 yrs 2 mos · Indore, Madhya Pradesh, India · Hybrid

Kotak life

Senior Relationship Manager

Sep 2020Dec 2021 · 1 yr 3 mos · Indore, Madhya Pradesh, India

  • Prospected for potential new CO- partners and turned them into increased avenues of Business. •Recruiting by selling career opportunity to prospective CO- partners, Recruitment quality CO- partners through government office, Bank's and other activities
  • Motivating HNI CO- partner in order to retain the performing CO- partners and giving special attention to average performers and provide needs
  • based training.
  • Guiding them on the sales funnel and achieving revenue targets.
  • Doing analysis of the need of the customer and ensuring high level
  • of customer satisfaction leading to customer delight.
  • Accountable for revenue generation and achievement of business targets.
SalesCustomer Relationship Management

Kalpataru limited

Intern

Jan 2019Mar 2019 · 2 mos · Indore , India

  • Channel partner and Customer sourcing and handling of HNI and International Clients in real estate business.
  • Once the project was understood, we must prepare our pitch which would enable us to interact with the clients as well as with the channel partners to create a buzz in the market about our project.
  • Performed Sales, Sourcing, and Marketing for kalpataru Grandeur Project.
  • Assisted in conducting the Channel Partner Meet.
  • Assisted in conducting various Outbound Meetings with Customers and Channel Partner.

Fullerton securities & wealth advisors ltd.

Equity Research Analyst

Jan 2016Feb 2017 · 1 yr 1 mo · Mumbai Area, India

  • Working under equity research analyst term my work was to manage both the side of securities, professional, knowledgeable and result oriented with Extensive market trend knowledge and experienced analyzing economic aspects -Flexible and creative approach to find overlooked solutions and aspects -Strong communication skills, including written, oral, and interpersonal -Critical thinking, decision making, and evaluation skills, and attention to small details -Excellent organization and administrative abilities understanding of work requirements.
  • My work was to analyze both buy-side and sell-side securities and give the correct information to the customer and maintain up-to-date knowledge of financial services industry happenings and current events.
  • Remained updated on all available financial products and financing packages. Assisted customers by offering sound financial advice.
  • Assisted customers by offering sound financial advice.
  • Made recommendations for customers considering various banking products.
Equity ResearchFinancial AnalysisCustomer Service

Education

Institute For Technology and Management

Pgdm — International Business

Jan 2018Jan 2020

Devi Ahilya Vishwavidyalaya

Bachelor of Commerce - BCom — Taxation

Jan 2015Jan 2018

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