Anupa Pandey
Digital Relationship Manager
- Role
- Relationship Manager at HDFC securities
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Relationship Manager
Jun 2024 — Present · Mumbai, IN
Guide clients through KYC and documentation for account opening, Ensure activation: app downloads, funding the account, demo trading sessions, Provide assistance in using trading platforms, answer queries, resolve issues, Cross-sell mutual funds, SIPs, insurance, commodities, derivatives, and broking services. Share market updates and advisory insights to help clients make informed investment decisions, generate brokerage through active trading facilitation, achieve revenue goals from account activity, trading, and ancillary financial products. Maintain client data and activity in CRM systems, provide regular performance reports.
Education
Maharashtra University of Health Sciences
High School Diploma
2011
Maharashtra University of Health Sciences
TY.BCOM
2017
Maharashtra University of Health Sciences
High School Diploma
2009
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