Emirates NBD

❖ Building long time relationships with the client. 
❖  Accruing new client 
❖ Sells of retail banking products.  
❖ Monitors clients' financial situation
❖ Identity clients financial needs
❖ Provide good financial suggestions to the client

Relationship Manager

MetLife

❖ Provides professional financial suggestion. 
❖ Building long time relationships with the client. 
❖ New client prospecting through cold – calling, appointment, reference etc.  
❖ Updating new investment suggestions and financial knowledge to the existing clients.  
❖ Sells insurance and investment products of MetLife by understanding client’s financial need.  
❖ Monitors clients' financial situation tracking changes in wealth and life circumstances; analyzing   
     financial plan results and recommending changes in financial goals and plans.

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.

"With over 5 years of experience in the financial industry, I bring a wealth of expertise to my role as a financial advisor. Armed with an MBA specializing in Finance and Marketing, I have successfully navigated positions at Motilal Oswal, ICICI Securities, MetLife and currently with Emerites NBD in Abu Dhabi. I honored with certifications in Financial Planning and General Insurance from CII, I am dedicated to providing tailored financial solutions to individuals. Let's connect and explore how I can leverage my diverse background and industry recognition to help you achieve your financial goals."

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.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Jithu Jose CII (AWARD)'s Linkedin Analytics

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