SINU P M

• Managing NRI client portfolios and Customer service
• New customer acquisition
• Portfolio management
• Cross-selling financial products (MF, LI, GI PMS, ASSETS, RFR).

Awards and recognitions

• MDRT Experience Switzerland
• MDRT Experience Macau
• MDRT Experience Srilanka
• LI Oscar
• RM Conclaves Goa
• RM Conclave Andaman
• RM Conclave jaipur

• Managed HNW client portfolios and investments.
• Acquisition and Cross selling of banking products
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Awards and recognitions

• Sale service excellence Award -2020
• HDFC Greenhouse champion Award - 2021
• Rendezvous May winner CA -LC
• Unsecured loan power play - april ,may ,june 2021
• Silver Star june red badge
• Excellence in execution AUG 2019
• Rendezvous Credit card - Q1
• Awards: Star Excellence
• Pan India Classic PB Rank 7 (2021-22)
• LI SUPER STAR AWARD

• Acquired and managed key customer accounts.

Awards and recognitions

• MDRT EXPERIENCE Moscow Contest 2017
• ONDFI 2015-16 TOP Employee (NTB)

• Customer onboarding and financial advisory

Awards and recognitions

• Winner - CASA Ka Boss. I RATNA, Asset Oscar Club 2012
• Zonal achievers conclave winner 2013
• Asset oscar club member 2011-12
• Freedom to dream LI contest 2014

• Share trading and New customer acquisition
• Executed equity trades and MF advisory
• Cross selling of life insurance and mutual fund.

• Managed billing and finance processes.

• Maintained books and assisted in tax filings.