Jyoti Tiwari
Sales Representative
Mumbai
Summary
Proven Senior Relationship Manager and Sales Advisor with a track record of enhancing client satisfaction and loyalty at Equentis Research and Ranking. Expert in upselling strategies and building rapport. Skilled in developing financial strategies and leading teams to achieve ambitious sales goals.
Overview
4
4
years of professional experience
Work History
Senior Relationship Manager
Equentis Research and Ranking
09.2024 - Current
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Developing customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Collaborating with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Managing a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
Sales Advisor
Motilal Oswal Financial Services
08.2022 - Current
- Providing expert product knowledge to customers, leading to informed purchasing decisions and increased satisfaction levels.
- Increasing sales by establishing rapport with customers and identifying their needs.
- Conducting regular follow-ups with clients, ensuring continued satisfaction and generating future business opportunities.
- Exceeding sales targets consistently through effective product demonstrations and persuasive communication skills.
Sales Advisor
HDFC Securities
02.2021 - 01.2022
- Increasing sales by establishing rapport with customers and identifying their needs.
- Managing key accounts, resulting in increased repeat business and higher revenue growth.
- Collaborating with team members to achieve monthly sales goals and improve overall performance.
Education
Bachelor of Science - Biotechnology
Mumbai University
Mumbai 04.2001 -
Higher Secondary Certificate -
Swami Vivekanand College
Mumbai 04.2001 -
Skills
Upselling strategies
Sales Strategies
Objection handling
Cold-calling
Building rapport
Sales Training
Cross-selling services
Customer Retention
Revenue Generation
Lead Generation
Timeline
Senior Relationship Manager
Equentis Research and Ranking
09.2024 - Current
Sales Advisor
Motilal Oswal Financial Services
08.2022 - Current
Sales Advisor
HDFC Securities
02.2021 - 01.2022
Bachelor of Science - Biotechnology
Mumbai University
04.2001 -
Higher Secondary Certificate -
Swami Vivekanand College
04.2001 -
Similar Profiles
Neha HanchateNeha Hanchate
Sales Wealth Counselor – Private Wealth at Equentis Research and RankingSales Wealth Counselor – Private Wealth at Equentis Research and Ranking
RADHIKA S RRADHIKA S R
Senior Wealth Advisor at Equentis Wealth Advisory Services Ltd. - Research And RankingSenior Wealth Advisor at Equentis Wealth Advisory Services Ltd. - Research And Ranking
Tourism SharmaTourism Sharma
Assistant Manager at Research & RankingAssistant Manager at Research & Ranking