Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Core Responsibilities:
- Acquiring the high-value CA relationships
- Driving revenue business to generate fee income through products like Current accoun, investments and insurance.
- Sales targets spread across liabilities,Current account, retail assets, business banking, investments etc.
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business.
Core Responsibilities:
- Responsible for managing CA value-growth
- Financial Planning and Investment Advisory to given set of HNI clients.
- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.
- Sales targets spread across retail assets, business banking, investments etc.
- Managing the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI segment.
NISM-Series-V(A) Mutual Fund Distributor
Cricket is my favorite sport. I also love riding motorcycle.
NISM-Series-V(A) Mutual Fund Distributor