Experience

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  Capital first limited

  May 2016 - Jun 2016

  Summer intern

  o Analysis of the Consumer Durable Marketo Marketing and Selling of Consumer Durable Goodso Credit Appraisalo Analysis and Importance of KYC documents and CIBIL Ratingo Knowledge of consumer durable loan o Handling customer query

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  Icici securities

  Jun 2017 - Jun 2018

  Senior relationship manager

  o Working as wealth manager, Sales and revenue generationo Designing of client portfolio – Sales pitcho Acquiring HNI’s & U-HNI’s cliento Relationship buildingo Handling and Selling of Mutual fund, D-Mat A/c, Life Insurance, Health Insurance & PMSo Conducting Investment awareness program for clients o Cross selling of broking and advisory products

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  Motilal oswal financial services ltd

  Jun 2018 - Sept 2020

  Area manager

  o Handling B2B sales - Investment Products for whole MP through franchiseso Sales of Asset Management Products like PMS, AIF, Private Equity, Mutual Fund, etc. along with Life Insurance & Health Insurance distribution o Managing HNI’s, U-HNI’s & NRI’s clientso Conducting Investment awareness program for clients & franchisee partnero Conducting Training & Development program for franchisee partner teamo Acquisition of IP franchisee for selling of AMCs productso Generating a large revenue from the franchisee Show less

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  Iifl securities

  Sept 2020 - now

  Senior manager - franchisee & distribution business