Sonam Agicha
NEW DELHI
Summary
Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
5
5
years of professional experience
Work History
Relationship Manager
Motilal Oswal Financial Services
NEW DELHI
12.2021 - 08.2022
- Source the demat abd trading account from open market like cold call and Refrences.
- Activate the account and cross sell other products like Mutual Fund, PMS Etc.
Relationship Manager
Kotak Mahindra Bank
NEW DELHI
07.2021 - 11.2021
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Sales Officer
HDFC Securities
NEW DELHI
09.2018 - 07.2021
- Catter the leads received from bank branch RM.
- Open the demat and trading account and activate the account.
- Also cross sell Mutual Fund, Life Insurance Etc.
Sales Manager
ICICI Securities
NEW DELHI
09.2022 - Current
- Open the demat and trading account from the branch mapped.
- Also activate the account and help clients to do trade.
- Also managing the team of 4 associates.
Education
Master Of Commerce - Accounting
Indra Gandhi National Open University
Delhi09.2021
Bachelor Of Commerce - Accounting
Maharaja Agrasen College
Delhi08.2018
Higher Education - Commerce
Govt Girls Senior Secondary School
Delhi05.2015
Skills
- Sales Expertise
- Product Knowledge
- Time Management
- Multidisciplinary Team Leadership
Additional Information
- Father's Name. :- Mr. Pradeep Kumar
- Marital Status. :- Single
- Language known :- Hindi & English
- Date Of Birth. :- 24 April 1998
- Gender. :- Female
- Nationality. :- Indian
Timeline
Sales Manager
ICICI Securities
09.2022 - Current
Relationship Manager
Motilal Oswal Financial Services
12.2021 - 08.2022
Relationship Manager
Kotak Mahindra Bank
07.2021 - 11.2021
Sales Officer
HDFC Securities
09.2018 - 07.2021
Master Of Commerce - Accounting
Indra Gandhi National Open University
Bachelor Of Commerce - Accounting
Maharaja Agrasen College
Higher Education - Commerce
Govt Girls Senior Secondary School
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