Geeta Lomas

Experience

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  IIFL Finance

  Jul 2006 - now

  Senior Manager

  Career Growth @IIFL: The journey has been long and mutually beneficial, starting as a Tele Caller in July 2006 and was later promoted as Relationship Manager in 2007 handling clients in Equity, Commodities and Third-Party Products. Identified to lead a team of 8/9 professionals as Team Leader in 2010, to becoming a Sales Manager in 2013 so as to increase penetration and reach and subsequently as Sr. Manager in 2018.Key Result Areas: Identify prospective business and establish strategic partnership to generate business from both existing and new clients so as to achieve profitability and increased volume growth. Exploring potential business avenues to penetrate new area and expand market to make higher returns/capitalize opportunities in the market.Map client’s requirements and provide them with expert advisory services pertaining to Wealth Products. Ensure high service standards for clients and maintain minimum turnaround Time.Building and maintaining healthy business relations with major clients, ensuring customer satisfaction by achieving delivery & service quality norms. Handled and developed HNI Customers.Analyze latest marketing trends and track competitors’ activities and provide valuable inputs for fine tuning marketing strategies.Plan & organize Customer Awareness Programs and promotional activities to generate potential leads.Manage Family Accounts, identify prospects, prepare Account Management Strategy and implement it ensuring year on year growth. Show less