Equity Advisor at ICICI SECURITIES LIMITED (2024-12 – Present)
Role & responsibility as an equity advisor
- Assisted clients in selecting equity investments based on their financial goals and risk profile.
- Strong understanding of equity markets, trading strategies, and financial instruments.
- Analyzed company fundamentals, financial statements, and market news
- Guided clients on risk management and diversification strategies.
- Used trading platforms and financial tools for execution and analysis.
Channel Manager at ICICI SECURITIES LIMITED (2024-01 – 2024-12)
- Partner Onboarding: New partner onboarding at ICICI Securities From Open Market, including orientation, training, technology integration, sales support, compliance adherence, and ongoing relationship management.
- Partner Relationship Management: Nurture and maintain relationships with existing partners to ensure ongoing satisfaction and engagement.
- Onboarding and Training: Facilitate the seamless onboarding of new partners by providing necessary training and resources to understand products, processes, and systems.
- Strategic Planning: Collaborate with partners to develop strategic plans aligned with company objectives, ensuring mutual growth and success.
- Sales Support: Provide support to partners in their sales efforts by offering product expertise, marketing collateral, and sales strategies tailored to their needs.
- Compliance and Risk Management: Ensure partners adhere to regulatory requirements and company policies, mitigating risks associated with the B2B channel.
Senior Corporate Agency Manager at HDFC LIFE INSURANCE (2021-04 – 2024-01)
- Handling High Net worth Individuals (HNI) & Super HNI clients.
- Mentored team, optimized productivity.
- Analyzed market, positioned products effectively.
- Built relationships, increased customer retention.
- Aligned strategies with cross-functional teams.
- Monitored metrics, improved sales performance.
- Resolved inquiries, ensured customer satisfaction
Relationship Manager at AEGONLIFE INSURANCE (2019-06 – 2020-12)
- Conducted market research and analyzed customer needs.
- Built and maintained strong client relationships.
- Developed and executed strategic sales plans.
- Presented sales reports and forecasts to management.
- Managed customer inquiries, complaints, and escalations.
Sales Promoter at ADECCO INDIA PVT LTD (SAMSUNG) (2016-08 – 2017-07)
- Promoted Samsung products, driving customer engagement.
- Educated customers on features and benefits.
- Provided personalized product recommendations.
- Maintain knowledge of latest Samsung offerings.
- Achieved or exceeded assigned sales targets.
- Collaborate with retail partners for optimal product.
