Raja M

Corporate Agency Manager / Hdfc - chennai 08/2022 - 03/2024

· Managed and optimized client investment portfolios, ensuring alignment with financial goals and risk tolerance.

· Conducted through market analysis to identify investment opportunities and recommend appropriate financial products.

· Provided expert advice on stocks, bonds, mutual funds, and other investment vehicles.

· Utilized financial modeling and forecasting to predict market trends and guide investment decisions.

· Promoted and sold savings products, including ulip plan, retirement plan, and savings plan .

· Conducted financial literacy workshops to educate clients on effective saving strategies and financial planning.

· Analyzed client financial situations to recommend optimal savings solutions, improving their financial stability.

· Collaborated with cross-functional teams to enhance product offerings and streamline savings processes.

· Increased client satisfaction and through personalized investment and savings advice.

· Meeting the prospective customers with channel sales team to sell insurance solutions

· Achieving sales targets as per channel strategy

· Ensuring quality of business and persistency

· Overall the Front Line Sales (FLS) need to ensure to Engage Channel Partners, Strive for Customer Satisfaction and Overall Achieve Sales Targets.

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