KUNAL MODI

• Set challenging performance goals for the team, fostering an achievement-oriented culture that drove success across key metrics.
• Streamlined operational processes for improved efficiency and cost reduction.
• Initiated cross-selling efforts, resulting in increased product penetration among existing customers.
• Mentored junior staff members, cultivating a culture of continuous learning and development.
• Reduced employee turnover rate by creating a supportive work environment that encouraged professional growth.
• Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.

• Handling current AUM of 100 crores plus in terms of mutual funds Bonds and Securities
• Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.

Handling a CASA book size of 300 crores

Managing an investment book size of 100 crores

• Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
• Expanded customer base through community outreach and strategic business partnerships.
• Assisted clients in making beneficial and strategic decisions regarding investments .
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Kept client financial plans optimized for current market trends and economic conditions.
• Developed summaries to assess each client's participation level and determine targets for follow-up plans.

Handling a book size of 30 crores

• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Exceeded goals through effective task prioritization and great work ethic.
• Carried out day-to-day duties accurately and efficiently.
• Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
• Resolved problems, improved operations and provided exceptional service.

• Offered comprehensive knowledge of vehicle operations and brand features.
• Negotiated vehicle prices and secure financing for customers.
• Drove team revenue totals by bringing in top sales numbers.
• Established and devised strategy to meet personal goals consistent with dealership standards of productivity.
• Closed sales by overcoming objections, asking for sales, negotiating price and completing purchase contracts,
• Was awarded best Sales Associate for Audi Mumbai for selling 100 cars in respective financial year