Mohit Negi

• Developed leads for sale by coordinating and promoting public events.
• Managed sales pipeline by actively following up with prospects and hot leads.
• Coordinated appointments with prospective buyers to showcase residential and commercial plots.
• Advised prospective clients on current market activities and optimal buying choices.
• Showed residential plots and explained features, value and benefits of available plots.
• Managed real estate transactions from initiation to closing.
• Cultivated relationships with bankers, appraisers and lenders establishing long-term relationships.
• Handling CRM tool right from collection till the completion of registration process
• Conducting business reviews using CRM programs.
• Preparing and updating monthly sales and collection report using CRM tool.
• Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.

• Generating brokerage and opening of demat accounts
• Execution of trade orders on behalf of clients.
• Assisting clients in MTF transcations
• Building relationships with clients & cross selling them other third party products such as Mutual Fund and Insurance
• Client meetings and assosciated bank visits .

• Execution of trade orders on behalf of clients.
• Building relationships with clients & educating them about Investments.
• Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc).
• Client meetings and bank branch visits as per goal sheet.
  Specialized Activities:
• Advising Clients based on Research Report.

• Communicate company products and services via Calling and E-mail and build relationships with prospective clients.
• Giving product presentation to the student and their parents
• Persuading them for online learning·
• Document and update CRM with daily activities as required.
• Achieve weekly and monthly goals.

• Acquiring of New Clients and making them understand the

work and process

• Identifying customer needs, assessing their risk appetite

and providing them better investment advices

• Providing them the recommendations on daily basis

regarding equity, derivatives and commodity market by

keeping the eye on market trends

• Keeping a track on their portfolio and updating the same

on daily basis

• Assisting clients on their existing holdings so as to get the

investment released if needed

• Managing database of clients as per the Services and

Investment

• Completion of the set targets of Sales & Clients for each

month

• Generating leads via cold calling and site visits
• Providing free trials of various services to the prospective lead
• Explaining various services and benefits of getting associated with the company
• Managing database of clients as per the Services and Investment
• Completing monthly sales targets