Aishwarya Nag B

Build client base by Cold calling large data and generate revenue. Managing portfolio of clients to facilitate their future financial need. Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect. Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service. Reached out to potential customers via telephone, email, and in-person enquiries. Managed accounts to retain existing relationships and grow share of business. Resolved problems with high-profile customers to maintain relationships and increase return customer base.

Planned and attended meetings with clients to cultivate and grow partnerships and opportunities. Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning. Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels. Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge. Gave exciting presentations to prospects and leads in effort to build business opportunities. Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients. Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.

Generated revenue through potential clients. Sending proposals, quotations, follow ups and closing the deals. Maintained seamless coordination with dispatch team to ensure timely delivery of the products. Created systematic record to maintain and easy access of client documents and leads. Increased client base by identifying and pursuing new business opportunities through market research and networking. Established and maintained highly effective relationships with clients and industry partners to drive growth. Provided exceptional customer service by promptly addressing client concerns and resolving issues.

Developed customized sales plans for each channel partner, driving increased revenue.Established clear expectations for performance within the Channel Sales Manager role, fostering accountability among team members. Managed potential channel conflict by fostering excellent communication and strict adherence to channel rules of engagement. Mentored junior team members on best practices in channel management, contributing to their professional development. Enhanced partner relationships by providing regular training and support on products, services, and sales techniques. Optimized pricing structures across multiple channels based on regional differences in demand patterns. Met and exceeded targets and growth metrics within assigned partner accounts. Achieved sales goals and service targets by cultivating and securing new customer relationships.