Kiran Kumari

• Client acquisition of Demat for equity, commodity, currency, MTF trade, etc.
• Recommended stocks for purchase or sale based on fundamental analysis techniques.
• Monitored the performance of existing investments and made recommendations for changes when necessary.
• Identified stock ideas using innovative screening tool.
• Structured financial packages based on capital needs of clients and current market conditions.
• Assisted in developing long-term investment plans based on client objectives.
• Assisted with customer requests and answered questions to improve satisfaction.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Catered to another need of the client with products like AIF, PMS, MF, SME loans, insurance, etc.

• Acquisition of LIFE ADVISOR, Recruit, Manage and training of new LA for PRAMERICA LIFE products to Retail and HNI Client
• Provided coverage option information to assist clients in protecting life and needs Maintained high standard of customer service by building relationship with clients
• Attended continuing education courses and workshops to gain additional insurance industry knowledge for self
• Generation of Fresh Leads through reference of Advisor, using targeted email and cold calling to increase reverse
• Determined financial needs by assessing existing coverage and aligning new products and services with long team needs

• To up sell ICICI PRUDENTIAL MUTUAL FUND products to Retail and HNI Clients as per assigned database, Generation of Fresh Leads through reference of shore up the clientele
• Acquisition of HNI Clients and ensure regular contact with
• Responsible for advising Investors, to be able to analyze the Assets Allocation of Investors to customize the approach in accordance
• Achieving the Business Target assigned in terms of up-selling ICICI PRUDENTIAL Products, enhancing and upgrading the Clients Net worth relationship
• Profiling customers and providing Financial Products to meet Customer needs
• Ensuring highest levels of service to the Clients/HNI Customers, Providing Investment Planning and Advice

• Performed detailed work of the collected accounting data, bookkeeping for various clients with handling Tax audit of various diversified fields
• Prepared & E-filling of Income Tax, TDS, GST of various assesses while writing accounts of Individual and Business class concern and presenting annual information return to the firm
• Dealing apart from that Mutual Fund, Insurance, Share Trading to related clients

• Worked as coordinator/team leader for Consumer durable department in Open Market & Branch Sales
• Experience of sales and promotional activities for consumer finance and Life style products, On boarding of new stores along with consumer finance availability
• Handling branch customers and Maintain MIS for all team mates and push them for target achievement and Master in Cold Calling

Responsible for resolving clients query, maintain a database for customers and help in

planning their finances and Getting clients through cold calls