Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Nuvama Wealth
04.2024 - Current
Identified customer needs, developed customized solutions, and provided knowledgeable advice || Key role was to generate for the company by selling Financial Products.
Relationship Manager
Edelweiss Tokio Life Insurance
Delhi
01.2023 - 03.2024
(wealth channel) Key role is to generate revenue for the company from direct channel || Here responsible for selling life Insurance to the needy and potential customers.
Key Relationship Manager
Future Generali India Life Insurance Company Ltd
Delhi
01.2022 - 01.2023
Key role is to generate revenue for the company from direct channel || Here responsible for selling life Insurance to the needy and potential customer.
Financial Services Manager
Future Generali India Life Insurance Company Ltd
Delhi
01.2022 - 01.2023
Key role is to generate revenue for the company from direct channel || Here responsible for selling life Insurance to the needy and potential customers.
Credit Card Sales Executive
Paisabazaar.com
01.2021 - 01.2022
My role was to login the files for credit cards and to sell them || To assist the customer with the different credit cards benefits so that it may help in revenue generation.
Sales Executive
Bank Of Baroda
01.2019 - 01.2020
My role was to login the files for credit cards and to sell them || To assist the customer with the different credit cards benefits so that it may help in revenue generation.