Vinayak Naduparambil Suresh

Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises. Conducting in-depth reviews of clients' financial circumstances, current provision and future aims. Analysing information and preparing plans best suited to individual clients' requirements. Assisting clients to make informed decisions. Researching information from various sources, including providers of financial products. Reviewing and responding to clients changing needs and financial circumstances. Promoting and selling financial products to meet given or negotiated sales targets. Liaising with head office and financial services providers. Keeping up to date with financial products and legislation. Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments. Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

I am running an investment consultancy providing all sorts of investment solutions to the local clients, retail as well as corporate in my native place.

Supervising a big team and guide the entire team’s potential towards achieving store target. Ensuring that the accounts were maintained, and handled all general administrative matters. Maximize every month sales target by using my managerial and selling abilities. Managing budgets, inventory control and human resources. Maintaining company standards for quality products and incredible speed of service. Recording and analysing of daily sales and reporting it to the Area Manager. Checking the quality and standards of coffee and other products served.