ARBEENA SHAIKH

• Reporting to GM sales
• Managing online registration to open Dematerialized account or clients who looks to explore investment opportunities
• Identifying the needs of the prospects & explaining the solutions to the client, aligning their requirements and finally start getting business Always make my-self available for my clients to help them to customize their portfolios and answer their queries on phone, chat, email etc
• To maintain healthy relationship with our existing clients
• Pitching across existing & new customers different monetary based instruments or newly launched investment products in order to get business and to raise their interest in our organization
• Intimating existing customers & prospects about upcoming Initial Public Offers & different updates
• Keeping customers updated about current market situations via calls, messages and providing them regular trading & investment calls suggested by research team for generating continuous revenues from customers
• Managing the sales process through specific software programme
• KEY ACHIEVEMENTS Got qualified in Pehchaan (Motilal Oswal's Emolument Increment policy) almost every quarter
• Got qualified for incentives almost every month by going above and beyond the targets set by the company
• Got recognized multiple times for selling some high end-based products i.e., Portfolio Management
• Services, Intelligent Advisory Portfolios etc., thus going above and beyond self and team targets for the month and quarter., Acquire knowledge like how to do technical analysis in different sectors & stocks by chart reading
• Fundamental analysis of companies
• Gather information on tasks under business development executive
• Gain knowledge on market movements.

Acquire knowledge like how to do technical analysis in different sectors & stocks by chart reading.

Fundamental analysis of companies.

Gather information on tasks under business development executive

Gain knowledge on market movements.