Subhneet Sharma
Relationship Manager
Mumbai
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills
Overview
5
5
years of professional experience
3
3
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
HSFC Securities LTD
Digital Relationship Manager
Mumbai
10.2023 - Current
- Trading on Behalf of The Client and Building Relationship with Client & Educating Them about Investment
- Handling inbound and outbound calls and Resolve the quality
- Clients Acquisition as Per Targets And Cross Selling of 3rd Party Product Just Like Mutual Fund, SIP, Insurance, Basket Investing Etc
- Client Meeting And Bank Branch Visits As Per Goal Sheet
SBI Securities LTD
Executive
Mumbai
10.2022 - 10.2023
- Opening A Demat And Trading Account, Acquiring Quality Clients Through Lead And Take Reference From Existing Clients
- Handling Inbound and Outbound calls Generate Cross Sell Revenue Through Prepaid Brokerage Plan And Fixed Deposit, Mutual Fund, SIP, Insurance
Business Development Executive
Motilalowsal Financial Services LTD
Mumbai
10.2020 - 07.2022
• Open A Demat And Trading Account Opening, Acquiring Quality Clients Through Lead And Take Reference From Existing Clients
• Trade activities and Margin Activities and Generate Cross Sell Revenue Through Value Pack, IAP, TGS Etc
Epicenter Technologies PVT LTD
Customer Service Executive
Mumbai
09.2019 - 04.2020
Open A Demat And Trading Account Opening, Acquiring Quality Clients Through Lead And Take Reference From Existing Clients
• Generate Cross Sell Revenue Through Prepaid Brokerage Plan's
Education
Degree - BFM
Mumbai University
Mumbai 04.2015 - 04.2018
Skills
Team building expertise
undefinedCertification
Insurance Regulatory and Development Authority (IRDA)
Timeline
Insurance Regulatory and Development Authority (IRDA)
12-2023
HSFC Securities LTD
Digital Relationship Manager
10.2023 - Current
SBI Securities LTD
Executive
10.2022 - 10.2023
Business Development Executive
Motilalowsal Financial Services LTD
10.2020 - 07.2022
Epicenter Technologies PVT LTD
Customer Service Executive
09.2019 - 04.2020
Degree - BFM
Mumbai University
04.2015 - 04.2018
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