Yogesh Tiwari

Provided direct support to active Financial Consultant (FCs) and Front Line Sales (FLS) in achieving sales targets and improving overall team performance.

Focused on new distributor activation, guiding them through the onboarding process and actively helping close initial sales calls to ensure quick market penetration and confidence building.

Exceeded activation target by achieving 68% in M0-M1 compared to the target of 65%, ensuring consistent and reliable field performance.

Maintained a current productivity rate of ₹1,00,000 per FC, supporting field teams to meet and exceed their targets.

Trained new FLS by demonstrating effective sales techniques, including recruitment strategies for new FCs and best practices for closing sales calls.

Monitored field activities to identify opportunities for improvement and provided feedback to the teams, ensuring optimal productivity.

• Promoted protected investments through education and conducted workshops across the UP region, on extensive topics including Instruments of Investment, Portfolio Approach, Mutual Funds, Dematerialization of Shares, Insurance and Information on Debt Market.
• Oversaw education and information to investors via accessibility to necessary data.
• Developing goals for the development of the teams and business growth and ensuring they are met.
• Designing the best negotiating strategies by considering the risks and rewards, keeping in mind the counter-parties preferences & goals.
• Role Highlights:
• Guaranteed maximum market share of DEMAT Accounts under NSDL within the UP region.
• Steered the maximum number of companies to come under purview of NSDL Platform fore-voting with required compliance.
• Piloted a financial literacy awareness workshop at the Banaras Hindu University, Workshop on listed Compliances for CA Chapter Lucknow, CA Chapter Kanpur, CA Chapter Dehradun and with this I have conducted more than 200+ webinars and seminars.

• Meted out sales support for Mutual Fund to all the 80Muthoot branches with in the Lucknow region.
• Piloted Mutual Fund training sessions and sales contests for the branch staff.
• Organized Investment Awareness Programs (IAPs) in harmonization with the AMCs.
• Promoted the company’s products/services while addressing/predicting clients’ objectives.
• Role Highlights:
• Established the Mutual Fund business across 80 branches of Muthoot Finance with AUM Rs.8 crore by means of effective training and team leadership.

• Relationship Executive.
• To upsell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database by the ICIC bank branches and also generation of fresh leads from bank branch staffs through reference to shore up the clientele.
• Ensuring the highest levels of service to the client /HNI customers.
• Providing Investment planning and advice to all kind of investors.
• To manage IFAs and ND channel for sales & distribution and provide them full sales and operational support.
• Responsible for revenue generation from the assigned distributors.
• Organized Investment Awareness Programs (IAPs) in harmonization with the channel partners.
• Operations Executive.
• Attended and resolved customer queries.
• Administered the day-to-day branch operations.
• Succeeded in resolving 95% of customer enquiries and complaints within TAT
• Bagged the Sparkle Award and emerged among the top 25 employees on a Pan India basis for mobilizing direct sales of Rs.38.46 lacs in Equity, Rs.16.44 lacs in Debt), and 91 Equity SIPs of total Rs.2.47 lacs in a quarter