Abhishek Tiwari

• Created sales and marketing strategies to increase customer base and enhance sales.
• Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
• Collaborated with fund managers to gain insights into fund performance and outlooks.
• Conducted due diligence on mutual funds, ensuring compliance with regulatory standards.
• Analysed financial market trends for accurate forecasting and planning.
• Designed and proposed investment strategies that enabled long-term clients to achieve financial goals.

Delivered specialised guidance on Equity, Commodity, Currency, PMS, Mutual Funds, Life Insurance, Term Insurance, Health Insurance, Home Loans, and LAP.

• Tailored advisory services to enhance client understanding of complex financial products, improving decision-making.
• Monitored client portfolio performance, delivering strategic advisory services to optimise financial product utilisation.
• Expanded client relationships through proactive outreach and engagement to maximise revenue.
• Reviewed and developed investment portfolios in response to market changes, maximising revenue potential.
• Managed channel distribution while developing training programs and sales support materials.

Managed high-profile clients and territories through strategic planning and engagement to strengthen client relationships.

• Initiated contacts with potential customers, resulting in increased revenue from financial product sales.
• Created sales and marketing strategies to increase customer base and enhance sales.
• Provided specialised guidance on various financial products, including equity, commodities, and insurance.
• Educated channel partners about equity and debt products to enhance savings strategies.
• Developed training materials and managed channel distribution to enhance partner engagement in financial services.
• Utilised CRM software to track client interactions, improving the accuracy of client data and service personalisation.