An Shika
An Shika
E-mail: avanshikamiushra97@gmail.com
Mobile: +8602241357
OBJECTIVE
Profiling Clients & suggesting financial products (Equity) to meet customer needs as
per their risk appetite.
Explaining Share market plans/Investment in share market and approaching for other
investment like: Insurance plans, Health plans, share market plans and taking follow-
ups with Clint until he/her gets converted for investment in any extreme of company
business.
Daily Calling & Attending customer calls, taking feedback regarding Sales & Investment
from Customers
Maintaining contact lists of Customer and Investor in view of Future Sales and
Investment.
Building Client relationship and Promoting Company Products & Sales.
Checking the application form , verify & check the complete documents.
Put the CRM entry
Fill the application form , the scan and the upload in case of EKYC and couriers physical in
scan of physical account opening
CRM processing
Scan of the application form has to be in designated
Incomplete application forms should not be accepted and should be reported immediately to
advisor
Trading for customer behalf
Key Skills: Marketing research, Research analyst, primary research, secondary research,
financial analysis, future and options, tally, SQL.
Internship: - Kailash Automobiles, Durg
Summer training: - Trainee in marketing Department
Projects and reports: MBA
ACHIEVEMENTS:-
QUALIFICATION:-
PERSONAL DETAILS