CHINMAYA ROUT

• Helped clients determine investment objectives and planned according to goals.
• Analyzed industry and company trends to develop customized strategies.
• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
• Contacted potential clients to pursue sales and gather funds.
• Helped clients make informed decisions about financial future.
• Created financial models to analyze and evaluate investment strategies.

• Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
• Helped clients make informed decisions about financial future.
• Contacted potential clients to pursue sales and gather funds.

Backend operation on general insurance policy cancellation

• Helped clients determine investment objectives and planned according to goals.

Project title- A study on organizational buying behaviour for CRM software in Bhubaneswar

• Initiating and sustaining a meaningful conversation with customers
• Importance of customer awareness of different software impact on customer perception and buying decision