A challenging growth oriented position where my skills can be effectively utilized and improve eventually leading to contribution in the growth of organization.
Overview
4
4
years of professional experience
Work History
Sales Manager
ICICI SECURITIES LTD
Delhi
01.2023 - 01.2024
Primary Responsibility to catter the lead received from Bank Relationship Manager.
Open the demat and trading account and activate all the account that we have sourced.
We have to Giving training to bank staff also about the benefits of demat and trading account.
Relationship Officer
Motilal Oswal Financial Service Ltd
Delhi
12.2021 - 08.2022
Self Sourcing of demat and trading accounts
Activate the accounts we have opened and give service to the customers
Also cross sell the other financial investment like mutual fund, insurance and Portfolio management services.
Assistant Financial Service Manager, Relationship Manager
ICICI Prudential Life Insurance Ltd
Delhi
05.2021 - 12.2021
Primary Responsibility to catter the lead received from Relationship Managers
Meet the Customers and tell them about life insurance plans
Doing daily meeting with Branch banking Relationship Manager’s
Sales Officer
HDFC BANK
09.2019 - 04.2021
Primary Responsibility to catter the lead received from Virtual Relationship Managers
Meet the Customers open demat and trading and saving account and give demo of the HDFC Securities Portal
Also We have to do Life insurance, Credit Card, General Insurance & Loans
Achieve the target in given period of time by the company.
Education
B.A graduate - undefined
Maharaja Agrasen College
12th - undefined
Govt. School
10th - undefined
Govt. School
Skills
Believe in teamworkundefined
Additional Information
Father Name. :- Mr. Suraj Prasad Verma
Date Of Birth. :- 09 July 1998
Martial Status :- Unmarried
Gender. :- Female
Nationality. :- Indian
Language Known :- Hindi & English
Timeline
Sales Manager
ICICI SECURITIES LTD
01.2023 - 01.2024
Relationship Officer
Motilal Oswal Financial Service Ltd
12.2021 - 08.2022
Assistant Financial Service Manager, Relationship Manager