Avinash Kadimani

To work for an organization which provides me the opportunity to improve my skills and knowledge and to growth along with the Organization objective

Executive - Motilal Oswal financial services private limited

(2023-11)

• Acquiring new clients by opening Demat and Trading Accounts and ensuring seamless onboarding.
• Activating dormant and inactive client accounts through regular follow-ups and relationship-building activities.
• Providing investment guidance and recommending suitable financial products based on clients’ risk profiles and financial goals.
• Cross-selling third-party financial products, including insurance, bonds, IPOs, NCDs, and unlisted shares.
• Promoting and selling Mutual Funds through SIP and Lump Sum investments to retail and HNI clients.
• Generating business through lead conversion, referrals, and customer relationship management.
• Assisting clients with portfolio diversification and wealth creation strategies.
• Achieving monthly sales and revenue targets through effective client acquisition and product penetration.
• Conducting regular client meetings and investment reviews to enhance customer satisfaction and retention.
• Educating clients on equity markets, investment opportunities, and market trends.
• Coordinating with internal teams to ensure smooth account opening, KYC compliance, and transaction processing.
• Maintaining accurate records of client interactions, sales activities, and business performance through CRM systems.
• Building long-term relationships with retail and high-net-worth clients to increase repeat business and referrals

Bsc(CS) - Siddivinaayaka college Gulbarga university (2020)

PUC(PMCS) - Saraswati ind. PU college Bidar (2016)

SSLC - Karnataka high school Bidar (2014)