Paras Manav

Yesbank ( Deputy Sales Manager in current account ) 14 th nov till date.

Job responsibilities-:

- Meet the business targets.

- Generate leads for new business and customers.

- Direct operational activities on day to day business.

- provide exceptional service to existing customer and maintaining high service standards.

Kotak securities ( )

Job responsibilities-

- Manager portfolio for HNI clients

- serve clients for opening demat/ shares account and help them investing in shares & generate business from them .

- Multiplying customer funds and cater services to existing clients

- Engaging with clients on daily basis with market updates.

- continuous interaction with clients to identify customer requirements and provide trading.

• Compiled and analyzed data to determine approaches to improve sales and performance.
• Managed accounts to retain existing relationships and grow share of business.

Job responsibilities-

- responsible for hiring sales advisors.

- provide training to advisors for acquisition of customers.

- serve through relationships management

- establishing and strengthening relationships with allocated customers base

- ensure successful completion of licensing as per MLI standards.

- fix self appointment everyday from the database assigned .

Kotak life insurance-

- Team handling of corporate sales/agents .

- maintaining relationships between clients and insurers.

- training and developing agents on commission basis

- supervise all agents to ensure the desired targets/ results are achieved.