Experience

• 

  Icici bank ltd

  Oct 2004 - Dec 2006

  Home loan counselor

  Used to pitch Home loan product through cross selling Existing Bank walking customer,Through Builder network etc.

• 

  Motilal oswal securities ltd

  Jan 2007 - Sept 2011

  Assitant manager(team leader), operations

  As Operational Trainer, Used to Train our Busniess Associates as well as our team mates of Oprational softwares related to Equity Trading Platform, Backend Operations, Business Transistion process. etc.

• 

  Medi assist

  Sept 2011 - Jan 2012

  Assistant manager crm

  Relationship with Insured clients related to Health card and Mediclaims, Insurer for their policy holder and claim fund process and our TPA service charge, updation of Claim Analysis report,

• 

  Motilal oswal securities ltd

  Jan 2012 - Jul 2013

  Business development manager

  Advising Business Associates on formation of business structures, drafting privacy policies and structuring commercial transactions.Strategic Consulting, including business plan & sales strategy development.

• 

  Bhavishya educational and charitable society

  Aug 2013 - Aug 2014

  Office administrator
• 

  Motilal oswal financial services

  Aug 2014 - May 2015

  Territory manager

  Franchisee Acquisition and Development

• 

  Anand rathi shares and stock brokers limited

  May 2015 - Oct 2015

  Relationship manager

  Business Development Franchisee Network

• 

  Motilal oswal financial services ltd

  Feb 2016 - Dec 2022

  Business alliance acquisition & development

  Territory Manager- Business Alliance - Acquisition

• 

  Santosh choudhary investment services

  Nov 2022 - now

  Investment advisor