- Executed client orders efficiently while ensuring accuracy and timely service.
- Provided investment advisory services with a focus on AUM growth and product penetration.
- Cross-sold a diverse range of third-party investment and financial products, including Insurance, Mutual Funds, PMS, SIPs, TGS, AIFs, Bonds, Fixed Deposits, Unlisted Shares, IAP, and other MOFSL offerings.
- Focused on recent client acquisition, relationship management, and client retention.
- Conducted regular client meetings to understand financial goals, identify investment opportunities, and strengthen relationships.
- Identified cross-selling and up-selling opportunities based on clients' investment requirements and risk profiles.
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