KIRAN PS

• Managed An AUM Of Rs 70 Cr, Advising 480+ Clients
• Developed and Recommended customized mutual funds and insurance solutions
• Identify and assess client needs to assist in investing in MF
• Acquiring new clients through data base and referrals
• Maintaining client relationship & generate AUM through MF from preferred clients
• Research and update investment opportunities/ market trend

• Responsible for dealer and distribution Network
• Maintaining relationship with distributors to expand Revenue
• Planning geographical expansion into new territories
• Interaction with market network of Builders, Contractors, Interior Designers and Architects
• Makes Necessary phone calls and Meetings to help sales

-Promoted new products and implemented marketing strategies.
- Established relationships with doctors for regular product interactions.
- Met and exceeded sales targets through strategic business development.
- Identified and secured new customer opportunities.

- Supervised daily operations and ensured smooth workflow.
- Addressed and resolved customer issues related to operational matters.
- Managed inventory and ensured optimal resource allocation.