Aug 2024 – Present · 1 yr 10 mos

Mar 2021 – Aug 2024 · 3 yrs 5 mos

Jan 2018 – Mar 2021 · 3 yrs 2 mos

Feb 2016 – Jan 2018 · 1 yr 11 mos

• Holding & Participating in events for lead generation activities.
• Maintaining client relationship
• Generating references from existing clients
• New client and partner acquisition, building new relationships and increasing depth in existing relationships with clients
• Will be responsible for primarily selling equity based investment products.
• Identifying customer needs, assessing their risk appetite and providing them investment options.
• Achieve team targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as and when required.
• Managing the team of Sales managers.

Aug 2014 – Feb 2016 · 1 yr 6 mos

• Oversee commodities, equities and other business activities.
• Oversee business expansion by setting up branches in India.
• Make new plans for various segments.
• Conduct seminars with various exchanges for awareness products.
• Organize and conduct training for new employees on the services offered.
• Ensure service delivery to customers is in line with expected standards.

Jun 2014 – Aug 2014 · 2 mos