Sanaa K.

Experience

• 

  ICICI Prudential Life Insurance Company Limited

  Jan 2006 - May 2010

  1. Team Management2. Training3. Handling all the quality issues of South India 4. The profile is a tie-up with ICICI Bank, so Relationship Management is the most important factor.5. Develop both short & long term strategies.6. Motivate, guide & give training to the ICICI Bank team.7. Different qualitative measures taken to meet the requirements 8. Strategically analysis of any arising issue from any state, & every issue is to be sorted. A need-based solution is provided.9. Preparation of all the MIS Reports on a day-to-day basis for all the Southern Cities. Show less

  • Direct Marketing Head

    Jun 2006 - May 2010

  • Direct Marketing Head

    Jan 2006 - Jan 2010
• 

  Orient Financial Brokers

  May 2015 - Dec 2018

  Relationship Officer

  • Presently working as a Relationship Officer & Reporting to the Sales Manager• Handle inbound qualified leads from multiple regions• Market, service and promote the company’s financial products• Explain the Key Terms & Conditions and Risk Warnings of financial products and client on boarding process in a clear, concise and not misleading manner• Scheduling meetings with clients and prospects• Conducting meetings with clients/potential clients• Responsible for complete customer journey for new business including finalising the investment and associated paperwork• Leverage existing client accounts to win repeat business• Generate additional leads through contacting personal networks, Linkedin, generating referrals, attending local seminars and trade shows and joining networking groups• Providing ongoing client service and account management• Cold Calling and Fixing appointment• Meet the clients in person and provide product training• Provide Finacial Advice on Trading and Long term benefits to the clients.• Weekly Training provided to all walk-in-clients• Learning the markets and technical data’s on day trading• Meet the Targets set for the month• Fundamental & Technical Reports presented twice in a day to all client base• Daily reports are prepared and by End Of day, provided to the Sales Manager Show less