Financial adviser
Capstone Insurance Brokers
Total years of experience :4 years, 3 Months
Responsible for:
• Responsible for new corporate acquisitions.
• Managing all the key accounts of the bank
• Resolving the service issues of Key Corporate accounts, which are acquisitions by me.
• Responsible for Cross-sell & Multi Products like Personal loans, SME loans, Credit
Cards, car loans, insurance, etc., by coordinating with the respective teams.
• Conducting promotional activities across the city.
Preparing market plans in guidance with the Sales Manager.
• Setting monthly targets to achieve incentives.
Products deals with: Personal Loan, Credit cards, Salary Accounts (Payroll Accounts),
Insurance, SIP’S, Investment Plans, etc.
✓ i get a role of ass.sales manager in east west curry house. i am the one who have a response to make a good relation with agents.and i will make new plans to make our sales in good position.