PR
Poondareekaksha Raval
Area Sales Manager at Finwealth
Work Experience
Finwealth
Jun 2011 - Present -13 yrs, 7 months
India
- Job Details:Spearheading team building and knowledge enhancement initiatives. Directing accomplishment of wealth targets through comprehensive leadership in diverse wealth products, including loans, insurance, and mutual funds. Leading end-to-end process of lead generation & closure for various loan products.
Trust Merchant Bank SARL
Sep 2005 - Oct 2009 -4 yrs, 1 month
- Job Details:Cultivated and maintained relationships with individual or business customers, offering assistance with any issues they encountered. Engaged in community networking to identify and attract new business prospects.
Business Development (Used Car Loan)
Standard Chartered Bank
Aug 2004 - Jun 2005 -10 months
India
- Job Details:Planned, directed, and coordinated marketing activities and policies to promote products and services, in collaboration with advertising and promotion managers.
Education
Bachelor's Degree in Accounting
CSM universityJan 2004
Skills
- Business Development
- Sales channel development
- Market Expansion Strategies
- Revenue Optimization
- Risk Assessment & Mitigation
- Strategic Planning & Forecasting
- Product/Brand Positioning
- Customer Acquisition/Retention
- Strategic alliances
- cross-functional collaboration
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Languages
English
FluentHindi
FluentGujarati
FluentFrench
Beginner