Dynamic professional with proven expertise in team leadership and sales strategy at Motilal Oswal Financial Services Ltd. Skilled in client acquisition and relationship management, I have successfully enhanced sales effectiveness and driven revenue growth. My proactive approach and market analysis capabilities have consistently resulted in increased client loyalty and referrals.
Facilitated joint meetings with bank alliance channel and retail channel team members to enhance sales effectiveness.
Supported team members in closing calls using sales techniques.
Promoted diverse financial products, including Demat accounts, Broking, B2B, life insurance, general insurance, mutual funds, PMS, AIF, and Third party products like TGS and IAP.
Managed B2B and B2C verticals to drive revenue growth.
Acquired and handled clients and partners, ensuring alignment with business objectives.
Provided guidance on products including Demat, Broking, Insurance, and PMS.
Generated leads for loan products to expand client offerings.
Built and maintained strong client relationships to enhance loyalty. Delivered high-touch client service, resulting in increased referrals.
Acquired and managed retail and HNI clients to ensure alignment with strategic business goals.
Provided expert guidance on Demat, Broking, Insurance, PMS, and TPP products like TGS and IAP.
Built and maintained client relationships to boost loyalty and retention.Delivered high-touch service that significantly increased referral rates.