MetLife

❖ Working as a financial advisor

❖ Accruing new clients

❖ Building relationships with the client.

❖ Provides professional financial suggestions.

❖ Providing investment suggestions to the existing clients.

❖ New client prospecting through cold calling, appointment, reference etc.

❖  Sells insurance and investment products of Metlife by understanding the client's proper financial need

Financial Advisor

ICICIdirect

❖ Handling 20 Branches of ICICI Bank in Kochi.
❖ Motivating and Support the branch employees to do demat and trading account.
❖ Help the employees of branch for conversion of leads and achieve the branch targets 
❖ Track the performance of bank employees by publishing the MIS regularly to the higher authorities 
❖ Updated client with research report on new schemes IPO & market trends.
❖ Building relationships with the client & educating them about Investments
❖ Acquiring new clients.

Senior Sales Manager

Motilal Oswal Financial Services Ltd

❖ Responsible for promotion product’s such as D-MAT, trading, mutual fund & insurance.
❖ New client prospecting through cold – calling, appointment, reference etc.
❖ Updated client with research report on new schemes IPO & market trends.
❖ Building relationships with the client & educating them about Investments
❖ Accelerating client base and convert 3rd part products sales (Mutual Fund, SIP etc)
❖ Provide investment application forms to client and assist them in filling.
❖ Prepare daily sales report and send to branch head ,analyzing the client’s financial  needs & advisingon the same
❖ Advise and update the client on various investment opportunities from time to time
❖ Monitors clients' financial situation by tracking changes in wealth and life circumstances; analysingfinancial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.

Relationship Manager

" An experienced financial advisor with 4 years of experience in the industry. Alongside my professional experience, I hold an MBA specializing in Finance and Marketing. I have worked at Motilal Oswal and ICICI Securities, and I am currently based in Dubai, working with Metlife. I am dedicated to providing comprehensive financial planning and investment advice to help individuals and businesses achieve their financial goals. Let's connect and explore how I can leverage my expertise, combined with my MBA knowledge, to assist you in securing your financial future."

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