Tarun Sharma

Experience

• 

  Angel Broking

  Feb 2018 - Feb 2019

  Relationship Manager - Sales

  ◾Acquisition of Demat/Trading accounts from open market and leads.◾Regular meeting with new clients and pitching cross sales & wealth product and explain the product features, advantages, terms, etc. include life & health Insurance, equity, equity derivatives, commodities derivatives, mutual fund & SIPs, CFD etc.

• 

  Sutashi Finance Services

  May 2019 - now

  Independent Financial Consultant

  ◾Sales various financial products like demat accounts, life & health insurance, personal loan & credit card.◾Networked with other Independent business owners selling products, making digital sales and working with partner companies.

• 

  SBI Securities

  Jan 2021 - now

  ◾Acquisition business vie allocated SBI Bank Branch, Identify and target potential customer for banking product and services through first point of contact for walk in customers.◾Sell demat account & trading account with multiple schemes for negotiation brokerage and activation post acquisition.◾Promote SBI’s retail banking products like SBI YONO App, digital saving & current accounts.◾Cross selling health insurance and wealth product like mutual funds, MF-SIP, E-SIP, 54EC bonds, SGB and Corporate FD. Show less

  • Sales Manager - Retail Sales (Banca)

    Oct 2024 - now

  • Relationship Officer cum Branch Floor Manager

    Jan 2021 - now