Magazine : Asheesh Jaiswal
Current
wealth manager
Education
M.B.A. Marketing
Asheesh Jaiswal ’s experience
Relationship Manager
at
Religare Finvest Ltd.
, Gurgaon
Working/Currently
Client Relationship Management
• Identifying and meeting
client’s need for the investment, insurance needs and measuring
our performance by standard they set. Building strong
relationship and consulting with clients to deliver clear value
for the money and secure the financial risk for their
liability. • Ensuring customer satisfaction by achieving
delivery of service quality norms. • Strategizing policies &
procedures in the operating systems to achieve greater customer
delight. • Reviewing & interpreting the market trends/ client
feedback to attune the business strategies as per the
requirements & expectations Operations
Management: • Preparing & presenting various weekly/monthly/
MIS reports pertaining to process/productivity. Analysing
issues/ challenges & reviewing progress of the Weekly/Monthly
basis. • Managing customer data for smoothening business
operations. • Increase the client base by acquiring new
clients regularly month on month. Business Development
• Making Sales of financial products like mutual funds,
bonds, fixed deposit, Insurance (Life and Non Life), Personal
Finance Advisory Services, placement of equity, IPOs,.
• Analyzing Sales Opportunities • Maintaining Customer
Relationships. • Develop the strategy to promotion and
companion of the company business and acquiring of the new
client.
client’s need for the investment, insurance needs and measuring
our performance by standard they set. Building strong
relationship and consulting with clients to deliver clear value
for the money and secure the financial risk for their
liability. • Ensuring customer satisfaction by achieving
delivery of service quality norms. • Strategizing policies &
procedures in the operating systems to achieve greater customer
delight. • Reviewing & interpreting the market trends/ client
feedback to attune the business strategies as per the
requirements & expectations Operations
Management: • Preparing & presenting various weekly/monthly/
MIS reports pertaining to process/productivity. Analysing
issues/ challenges & reviewing progress of the Weekly/Monthly
basis. • Managing customer data for smoothening business
operations. • Increase the client base by acquiring new
clients regularly month on month. Business Development
• Making Sales of financial products like mutual funds,
bonds, fixed deposit, Insurance (Life and Non Life), Personal
Finance Advisory Services, placement of equity, IPOs,.
• Analyzing Sales Opportunities • Maintaining Customer
Relationships. • Develop the strategy to promotion and
companion of the company business and acquiring of the new
client.
Asheesh Jaiswal ’s education
M.B.A. [Marketing],
Ch. Charan Singh University, Meerut [2005/September]
, Meerut, U.P.
Asheesh Jaiswal ’s additional information
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