ABHEY KUMAR
Baddi
Summary
Dedicated Relationship Officer with expertise in client relationship management, financial analysis, and investment strategies. Committed to helping clients build long-term wealth through effective financial planning and market research.
Overview
1
1
year of professional experience
Work History
Relationship Officer As Retails Sales Marketing/Floor Staff Member
SBI CAP SECURITIES LTD
BADDI
03.2025 - 12.2025
Served as relationship officer and floor coordinator at Sbi Securities, guiding individuals and businesses in initiating their investments.
2.Assisting client in opening Demat and trading Account.
3.Providing guidance on equity Mutual fund IPOS ETF and others investment products.
4.Helping client builed long term wealth through smart financial planning.
5.Having good communication with customers and taking follow up for ongoing work.
Having good communication with customers and taking follow up for ongoing work.
7. Helping with many others targets to acchieve with the branch.
Education
MBA - HR & MARKETING
CHANDIGARH UNIVERSITY
CHANDIGARH05-2025
B.COM - ACCOUNTS
ICFAI UNIVERSITY
BADDI 11-2023
Skills
- Client relationship management
- Sales forecasting
- Sales reporting
- Product promotion
- Customer feedback
- Team collaboration
Languages
English
Beginner
A1
Hindi
Upper Intermediate (B2)
B2
Punjabi
Intermediate (B1)
B1
Timeline
Relationship Officer As Retails Sales Marketing/Floor Staff Member
SBI CAP SECURITIES LTD
03.2025 - 12.2025
MBA - HR & MARKETING
CHANDIGARH UNIVERSITY
B.COM - ACCOUNTS
ICFAI UNIVERSITY