Ruchika Suri

Advise clients on Fixed deposits & Bonds in all the respective categories across the industry.

• Increased sales of insurance products through tactical customer outreach.
• Promoted products and services using upselling and other sales strategies.
• Negotiated with customers and insurance companies to secure favorable policy terms.
• Negotiated contracts and terms of sale with potential customers.
• Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Empanalled with Asset Management Companies as an Individual Financial Advisor. Advisor & complete the sale process of Mutual Funds across various categories for Individuals as well as India's leading business- Family houses.

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
• Assisted clients with estate planning to organize distribution of assets based on client wishes.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Delivered strategic investment advice for individual and corporate clients.
• Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.

• Asked relevant questions to assist customers with selecting needed or requested products and services.
• Made average of Number outbound and inbound calls per day.