Summary
Overview
Work History
Education
Skills
Websites
Languages
Certification
Interests
HIGHEST SALES AWARD FOR SIP AND LUMPSUM IN MUTUAL FUND
Timeline
Generic

JASPREET SINGH PATTARD

Surrey

Summary

Knowledgeable Territory manager with solid background in managing territories, ensuring optimal market penetration and client satisfaction. Proven track record in fostering strong customer relationships and driving sales growth through strategic planning. Demonstrated proficiency in team leadership and problem-solving skills to surpass targets and adapt to evolving market conditions.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Territory Manager

NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED.
11.2017 - 12.2024
  • Developed and executed territory sales strategies, enhancing market penetration and customer engagement.
  • Implemented effective training programs for team members, resulting in improved product knowledge and sales techniques.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Improved customer satisfaction and retention through frequent visits, timely response to inquiries, and effective problem resolution.
  • Implemented promotions and marketing campaigns to increase territory sales and brand awareness.


Education

BACHELOR OF COMMERCE - Accounting And Finance

LUCKNOW UNIVERSITY
LUCKNOW, INDIA
05-2014

MBA - Marketing And Finance

IILM ACADEMY OF HIGHER LEARNING
LUCKNOW, INDIA
07-2018

Skills

  • Team collaboration and leadership
  • Customer relationship management
  • Multitasking and organization
  • Lead prospecting
  • Strategic planning
  • Issue resolution
  • Time management
  • Decision-making

Languages

English
Punjabi
Hindi

Certification

·

  • Project Certificate in study of investment pattern of investors in mutual fund with (Reliance Nippon Life Asset Management.)
  • National Institute of Securities Markets ( NISM Series, V A Mutual Fund Distribution Certification.
  • Retails Sales and Operation at Tanishq (Titan Company.)
  • Project Certificate in customer buying behavior with (Future Retail Ltd.)
  • Certification in product advertisement with Sketchers.

Interests

  • Passionate about balancing physical health with mental and emotional wellness
  • Growing herbs, vegetables, or fruits in home gardens
  • I enjoy cooking for friends and family gatherings
  • Historical Exploration
  • Animal Care
  • Volunteer Work

HIGHEST SALES AWARD FOR SIP AND LUMPSUM IN MUTUAL FUND

Highest Business done in North Zone in a particular Financial year .

Large count in SIP and One Time Deposit.

Timeline

Territory Manager

NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED.
11.2017 - 12.2024

BACHELOR OF COMMERCE - Accounting And Finance

LUCKNOW UNIVERSITY

MBA - Marketing And Finance

IILM ACADEMY OF HIGHER LEARNING
JASPREET SINGH PATTARD