Anamika Das
Sales Professional | Financial Planner | Client Acquisition & Retention | Sales Strategy | Product Knowledge | CRM Systems | Operational Excellence | Communication & Negotiation | Relationship Management
- Role
- Client Executive at Bajaj Capital Ltd
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Anamika Das
Experienced Relationship Manager with 4 years of proven success in delivering exceptional customer service and consistently exceeding sales targets. Skilled in lead generation, client onboarding, and nurturing long-term customer relationships across diverse domains. Proficient in handling client queries with a courteous and professional approach, backed by strong communication and time management skills. Adept at working independently or collaboratively within a team, with a solid track record of meeting deadlines. Experienced in using CRM systems and Microsoft Office tools for daily operations. A Bachelor of Business Administration (BBA) graduate from JIS College of Engineering, I am eager to contribute my expertise to a dynamic, growth-focused organization.Contact:+91••••••••85 | 9••••••••@gmail.com
Experience
Client Executive
Jun 2023 — Present · Kolkata, IN
Client Relationship Management: Building and maintaining strong relationships with clients by understanding their financial goals and providing suitable investment and financial planning advice.Financial Analysis: Conducting thorough financial assessments to assess a client\'s current financial situation, risk tolerance, and investment needs.Investment Advisory: Recommending appropriate investment products, such as mutual funds, insurance policies, and other financial instruments, based on clients\' objectives and risk profiles.Sales and Acquisition: Identifying potential clients, pitching financial products and services, and acquiring new clients to expand the company\'s customer base.Compliance and Documentation: Ensuring that all regulatory and compliance requirements are met, including completing necessary documentation and adhering to industry standards and guidelines.
Education
JIS College of Engineering 123
Bachelor of Business Administration - BBA
2017 — 2020
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