Manoj Soni
Senior Relationship Manager @Bajaj Capital Ltd
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WORK HISTORY
Senior Relationship Manager @Bajaj Capital Ltd
New Delhi, IN
Responsible for Financial advisory through the process of Financial Planning and to Ensure revenue targets across products are met consistently.Penetration of all products including Mutual Funds(,Major product), Insurance(LI & GI), FD, Bonds, IPO\'s, in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfoliosPortfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios/ To Analyze, understand customer\'s 360 degree financial needs and fulfil with appropriate products.
EDUCATION
Delhi University
B.com
Kite Group
PGDM, Finance & Marketing
ABOUT MANOJ SONI
I have total 4+ year of experience in BFSI (Banking Financial Services & Insurance) If you have need any type of assistance for financial planning, you can contact us.
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