Kunj Savla
Scarborough
Summary
Successful Onboarding Executive with proven track record of success in facilitating onboarding process and implementing strategies. Knowledgeable about investment strategies, retirement planning and financial planning. Dedicated sales and service professional with in-depth understanding of successful techniques to bring in new business and outperform targets.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Onboarding Executive - Digital Client Acquisation
Sharekhan By BNP Paribas
05.2022 - 06.2023
- Outcalling new clients for Client Profiling & Trade Initiation.
- Guidance for initial trades to new clients and to activate as many client as possible
- Give good quality service while outcalling the calls
- Outcalling around 80-100 clients daily
- Suggesting trainings to clients as per client profiling
- Placing orders in Equity, Derivatives, Mutual Fund etc on behalf of client
- Selling financial products to clients such as mutual fund schemes etc
- Brokerage generation as per the target
Education
Post-Degree Certificate - Financial Planning
Centennial College of Applied Arts And Technology
Scarborough, ON04.2024
Masters of Commerce - Business Management
Mumbai University
Mumbai05.2022
Bachelor of Commerce - Financial Market
Mumbai University
Mumbai10.2020
Skills
- Communication
- Time Management
- Understanding Customer Needs
- Customer Relations
- Managing Multiple Tasks
- Sales Expertise
- Problem-Solving Ability
- Issue and Complaint Resolution
- Customer Consulting
Languages
English
Full Professional
Gujarati
Full Professional
Certification
- Business Communication - Elearnmarkets
- Digital Marketing - Simplilearn
- Advance Excel - Elearnmarkets
- Project Management Foundations - Linkedln learning
- Personal Development & Communication skill
Timeline
Onboarding Executive - Digital Client Acquisation
Sharekhan By BNP Paribas
05.2022 - 06.2023
Post-Degree Certificate - Financial Planning
Centennial College of Applied Arts And Technology
Masters of Commerce - Business Management
Mumbai University
Bachelor of Commerce - Financial Market
Mumbai University
- Business Communication - Elearnmarkets
- Digital Marketing - Simplilearn
- Advance Excel - Elearnmarkets
- Project Management Foundations - Linkedln learning
- Personal Development & Communication skill
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