Results-driven finance professional in the mutual fund industry, specializing in portfolio management, investment analysis, and client relationship management. Adept at delivering optimized investment solutions and achieving strategic financial goals in dynamic market environments.
Client Services cum relationship manager
Responsible for daily Financial and Non financial transaction in the branch
Managing 50 IFA's at a time
Completing the sales target during NFO Period
Responding to investors and distributors complains via email , telephone and walk in
Building relationship with investors and distributors
Acheiving the monthly sip sales target
Lead generation in the open market
Managing100 retailers and Distributors at a time
Convincing the retailers and distributors to work with reliance
Responsible for daily and monthly sales target
Handling complains of retailers and distributors
Convincing retailers and distributors to buy apparel and foot ware from reliance
Ms Excel
Ms word
Ms Office
NISM V A