Lokesh Garg

Working professional with more than 9 year of experience in sales and marketing. Roles and Responsibilities : • Area of focus is towards building better relationship with financial advisors and increasing market share of SBI Mutual Fund. • Educate and increase awareness about the products and online services to initiate online transaction. • Provide Marketing, Logistical and Service Support to SBI Employees for Facilitating MF Sales. • Conducting product training & Investor awareness events for the state bank of India employees to acquire a new client.

Roles and Responsibilities : • Relationship Manager For SBI Channel, IFA Channel • Handling relationship of 4 Districts in Punjab Region. • Handling Administration, Operations & Sales activity in Branch. • SBI, Distributor and Banking Relationship Management • Maintaining Consistent Market share for MF Sales routed through the channel. • Provide Marketing, Logistical and Service Support to Channel Partners for Facilitating MF Sales. • Conducting events and activities for Marketing MF Sales through the Channel. • Provide Sales and Operations service to PMS (Portfolio Management Services) Client.

Roles and Responsibilities: 1. Operation Executive For State Bank of India & IFA Channel 2. Dealing with customer enquiries by telephone, Email, Letter or Face to Face. 3. Ensuring that a customer’s problem is brought to a satisfactory conclusion. 4. Completing all administrative tasks and updating records. 5. Collecting and analyzing data to monitor the level of customer service