Vipin Pathak
Assistant Sales Manager
Jain Nagar Karala North West Delhi
Summary
Dynamic professional with a proven track record at HDFC Life, excelling in leadership development and analytical skills. Successfully drove sales activities, achieving targets while fostering strong relationships with agents. As a Wealth Manager, enhanced client satisfaction through tailored financial strategies, managing high-net-worth portfolios with a focus on optimal asset allocation.
Overview
9
9
years of professional experience
2
2
Languages
Work History
Assistant Sales Manager
HDFC Life
02.2021 - Current
- Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.
- Assisted sales team with completing customer transactions and managing issues.
- Trained new associates in successful sales and performance strategies.
- Managed and developed sales team.
- Build and maintain strong relationships with agents and partners.
- Recruiting agents and partners, provide training and support.
Wealth Manager
Chandra Prabhu International Ltd
03.2017 - 02.2021
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Recommended specific investments to help clients meet financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
Education
Bachelor of Arts -
AWADH UNIVERSITY
Faizabad 04.2001 -
Skills
Leadership development
Product expertise
Technical Proficiency
Analytical Skills
Timeline
Assistant Sales Manager
HDFC Life
02.2021 - Current
Wealth Manager
Chandra Prabhu International Ltd
03.2017 - 02.2021
Bachelor of Arts -
AWADH UNIVERSITY
04.2001 -