RADHEY MEENA
NEW DELHI
Summary
Dynamic Cluster Manager with a proven track record at AXIS DIRECT LTD, adept in operations management and customer relationship management. Excelled in leading teams to exceed sales targets by leveraging market research and financial services expertise. Skilled in wealth management and fostering client relations, achieving significant growth in customer satisfaction and revenue.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Cluster Manager
AXIS DIRECT LTD
NEW DELHI
08.2024 - Current
- Team Management: Leading and motivating a team of sales representatives across different branches within their cluster.
- Sales Target Achievement: Driving sales performance by setting targets, monitoring progress, and implementing strategies to achieve desired revenue goals.
- Customer Relationship Management: Building strong relationships with clients within the cluster, addressing their financial needs, and promoting Axis Securities products.
- Branch Performance Monitoring: Regularly reviewing the performance of individual branches within the cluster, identifying areas for improvement, and taking corrective actions.
- Training and Development: Providing ongoing training and coaching to team members to enhance their product knowledge and sales skills.
- Collaboration with Axis Bank: Working closely with Axis Bank branch managers to cross-sell securities products to their customers.
Financial Consultant
Geojit Financial Services
NEW DELHI
04.2023 - 07.2024
- Client acquisition-Prospecting for new clients through cold calling, appointments, and references
- Product promotion-Explaining the company's products and services to existing and potential clients
- Investment advice-Recommending investments in products like mutual funds, insurance, equity, and debt
- Client support-Providing research reports, updating clients on market trends, and assisting with investment applications
- Sales reporting-Preparing daily sales reports and sending them to the branch head and sales manager
- Client retention-Providing after-sales service and following up with clients
- Cross-selling to existing clients
- Maintaining and improving the branch's AUM
- Supporting branch promotional activities
- Achieving individual, branch, and organizational goals
Relationship Manager
ICICI DIRECT LTD
NEW DELHI
01.2021 - 03.2023
- Client Acquisition: Identifying potential clients through networking, lead generation, and outreach to acquire new accounts.
- Relationship Management: Regularly engaging with clients through calls, meetings, and digital interactions to understand their financial goals and risk appetite.
- Financial Advice: Providing tailored investment recommendations based on market trends, client profile, and product offerings.
- Portfolio Management: Reviewing existing client portfolios, suggesting adjustments as needed, and monitoring performance.
- Cross-Selling: Promoting various financial products from the ICICI Direct suite, including insurance, wealth management services, and other investment options.
- Compliance: Adhering to all regulatory requirements and ethical standards in financial advising.
- Market Knowledge: Staying updated on market trends, economic indicators, and industry news to provide informed advice.
- Target Achievement: Meeting sales targets and revenue goals by generating new business and expanding existing client relationships.
Relationship Manager
Edelweiss Broking Limited
NEW DELHI
06.2018 - 10.2020
Education
BCA -
Poddar International College
JAIPUR08-2016
Skills
- Operations management
- Market research
- Complex Problem-solving
- Lead generation
- Customer service
- Teamwork
- Multitasking
- Sales strategy
- Customer relations
- Computer skills
- Marketing management
- Customer relationship management
- Financial services
- Investment and wealth planning
- Wealth management
Certification
- NISM 7 - Securities Operations and Risk Management
- NISM 8 - Equity Derivatives Certification
- NISM 5 - Mutual Fund Distributors Certification
- Digital Marketing Certification
Languages
Hindi
First Language
English
Beginner
A1
Timeline
Cluster Manager
AXIS DIRECT LTD
08.2024 - Current
Financial Consultant
Geojit Financial Services
04.2023 - 07.2024
Relationship Manager
ICICI DIRECT LTD
01.2021 - 03.2023
Relationship Manager
Edelweiss Broking Limited
06.2018 - 10.2020
BCA -
Poddar International College
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