Michael Jackson Frank
---
Summary of Career
1. Sourcing New/Referrals of Existing Clients for Business (Cold Calling/Direct contact)
2. Advising Suitable Investments (Equity/Debt) based on Client's need
3. Assisting client's to Onboard and track Investments closely
4. Document collection,screening and verification by completing formalities
5. Complete Client Needs to help achieve their Goals
6. Focussing on High Net worth Individuals
7. Cross Selling & up selling of products
8. Knowledge about all Financial products
9. Analyzing client Risk profile
10. Satisfying clients needs by providing suitable investments
Experience as Relationship Manager
01 June 2018
15 July 2019
Sourcing New Clients for Investments into different products into Equity/Debt
Experience as Business Devp Executive
01 January 2016
15 January 2017
Corporate Salary Account with other banking Products
Master 15 May 2017
Masters in Banking & InsuranceOther 30 December 2015
Post Graduate Diploma in Banking management & Financial Planning