Dechamma

Financial planning advisor at Kotak life

Role
Financial Planning Advisor at Kotak Life
Location
Bengaluru, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Dechamma

Contacting potential clients to establish rapport and arrange meeting. Planning and overseeing new marketing initiative researching organization and individuals to find new opportunities. Increasing the value of current customers while attracting new ones. Finding and developing new markets and improving sales. Attending conference meeting and industry events developing quotes and proposal for clients. Developing goals for the development team and business growth and ensuring they are met.

Experience

  1. Financial Planning Advisor

    Kotak Life

    Jan 2022 — Present · Karnataka, IN

Education

  • Mangalore University

    Bachelor of Commerce - BCom, Business/Commerce, General, A

    2011 — 2014

  • Mangalore University

    Bachelor of Commerce - BCom, Business, Management, Marketing, and Related Support Services

    2014

  • St Antony's School

    Bachelor of Commerce - BCom, Business, Management, Marketing, and Related Support Services

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Dechamma — Financial Planning Advisor at Kotak Life in Bengaluru, IN | Unifers