www.naikwealth.in Naik Wealth Pvt Ltd Mumbai : Branch Manager

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Company Name : Naik Wealth Pvt Ltd (naikwealth)
Company Location : Mumbai
Designation : Branch Manager

http://www.naikwealth.in/career.htm

Relationship Manager
General Purpose :
To plan and carry out all sales activities on assigned mutual fund schemes and other investment products. Responsible for ensuring customer satisfaction and managing quality and service delivery.
Main Job Tasks and Responsibilities :
Good at communication and presentations..
Target based selling with adherence to the company's sales process & policies.
Acquiring the skill set & knowledge required to show value proposition to the clients. Like clearing CPFA/CFP/AMFI examinations.
Establish and sustain relationships with existing and new clients / consultants for continuous growth.
Develop and maintain a customer database.
Generate and qualify leads.
Source and develop client referrals.
Prepare sales action plans and schedules.
Develop and maintain sales and promotional materials.
Plan and conduct direct marketing activities.
Make sales calls to new and existing clients.
Develop and make presentations of Financial Planning and other investment products and services to current and potential clients.
Negotiate with clients.
Develop sales proposals.
Maintain sales activity records and reports.
Respond to sales inquiries and concerns by phone, electronically or in person.
Ensure customer service satisfaction and good client relationships.
Follow up on sales activity.
Monitor and report on sales activities and follow up for management.
Conduct market research and surveys.
Participate in sales events.
Monitor competitors, market conditions and product development.
Education and Experience :
Knowledge of relevant computer applications.
Knowledge of principles and practices of sales.
Knowledge of customer service principles..
Knowledge of basic business principles.
Experience in sales.
Experience in making presentations.
Proven ability to achieve sales targets.

Customer Relationship Manager
Experience : 3 - 4 Years
Location : Mumbai.
Compensation : Rupees 8,000 - 10,000 ( + Incentive )
Education : Any Graduate Any Specialization.
Industry Type : Financial / Insurance / Mutual Funds
Role :
Computer Skills Required.
Updation of existing data, Working with Invest well Software for client servicing.
Pre & Post Sales handling.
Co ordination with Relationship Manager & Head Office.
MIS.
Existing revenue retention and acquiring new business from existing customers.
Reference Generation
Functional Area : Financial Industry
Desired Candidate Profile :
Be fluent in spoken and written English
Exhibit excellent client empathy
Possess an excellent telephone manner and have a good attitude
Know the client base and anticipate their needs
Be extremely proactive, have attention to detail

Branch Manager
Experience : 4 - 5 Years
Location : Mumbai.
Compensation : Rupees 15,000 - 20,000 ( + Incentive)
Education : Any Graduate Any Specialization,PG - Any PG Course - Any Specialization Post Graduation
Industry Type : Financial Services/ Insurance / Mutual Fund
Role : sales
Functional Area : Insurance / Mutual Funds / All Financial Products
Job Description :
Implementing Business Development Plans.
Undertake regular exercise of cross-selling company’s products, services and solutions in the region.
Improve overall per client revenue.
Recruitment of staff.
Undertake training for Junior.
Responsible for entire Branch operation.
Generate new Clients.
Servicing the existing Clients.
Co- ordination with Head Office.
Responsible for brand awareness in and around the region.
Work as profit center head for the branch.

Contact us :
Naik Wealth Pvt Ltd
5, Jyotsna Prakash,
Opp. Railway Station,
Goregaon (E), Mumbai - 400 063

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Curriculum Vaite

BRUNDABAN MOHANTY
Email id : - brundabanmohanty AT gmail.com
Objective :
- To be a part of growth oriented organization where I can put my skills and abilities to the maximum utilisation.
Strengths :
- A strong sense of responsibility and commitment towards assignments undertaken.
- Ability to lead and motivate team to achieve all assigned targets and organizational goals.
- Ability to adjust in changing work cultures and environments with ease.
- Good communication and interpersonal skills.
Experience :
- Organization Name : Bajaj Medicare
- Period : 2 Nov 2010 To 28 Feb 2012
- Designation : Field Seals Officer

.Achievement :
- Awarded one time for best FSO Odisha.
- Earned performance Incentive, Bonus every month.
Educational Qualification :

- Passed MBA Examination in Marketing & HR From P.T.U University in feb 2011.
- Passed B.A Pass From Berhampur University in 2008.
- Passed H.S C Examination From C.H.S.E. Orissa in 2005.
- Passed S. S.C Examination From B.S.E. Orissa Board in 2003.
Computer Qualifications :
- Basic in computer
- MS- Excel, MS- Word , MS Powerpoint ,MS Dos, Visua Basic, Internet (PGDCA)
Project Description :
1. Project Name : Market analyst
Role Marketing Head
Client NALCO
Organization GIEM BBSR
Team Size 4
Environment
(with skill versions) Product
Ingots, Sows, Billets, Wirerods, Alloy wire rods, Cast strips

Contribution :
- As a Team head was responsible for :
- Reducing number of product through consolidation by identifying underutilized product.
- Effectively managing physical and virtual entities is critical to improving efficiency of time, cost, and resources.
- Responsible for sale of product using the marketing target depend on environment,
- Applying recommendations and improvements in the present Market environment and applying patches whenever necessary for manager.
Hobbies
- Read news paper & business magazine.
- Interact with new personalities & make friends.
I hereby, declare that the above-mentioned information is true to the best of my knowledge.
Date : ___ / ___/ ______
Place : __________________
(BRUNDABAN MOHANTY.)