Rajneesh Chauhan

Experience

• 

  Baroda BNP Paribas Mutual Fund

  May 2021 - Jul 2021

  Sales and Operations Trainee

  Performing the work assigned by the Branch Manager, which was encourage Bank of Baroda employes for getting registerd at NISM Portal and then helping them getting NISM Series VA certified.Did back office operations as a support function to follow-up with employees for NISM Examination, etc.Have to contact daily with all the Branch Heads to get their targets done before due date.Responsible for the Data Entry of organisation's Foundation Fest Mobilization.Have to deal with various clients to pitch them Baroda Mutual Fund schemes. Show less

• 

  HDFC Life

  Jun 2022 - now

  Networked to increase client base and encourage existing clients to expandfinancial portfolio.Promote financial products by maintaining excellent service offering knowledge.Being a first underwriter verify customer profile, AML, KYC and medicalcondition.Suggesting product according to cutomer profile, goals and risk appitite.Help clients to diversify portfolio by minimising risk with higher returns. Networked to increase client base and encourage existing clients to expandfinancial portfolio.Promote financial products by maintaining excellent service offering knowledge.Being a first underwriter verify customer profile, AML, KYC and medicalcondition.Suggesting product according to cutomer profile, goals and risk appitite.Help clients to diversify portfolio by minimising risk with higher returns.

  • Sr. Corporate Agency Manager (Bancaassurance Channel- HDFC BANK)

    Jun 2023 - now

  • Executive Trainee

    Jun 2022 - May 2023