Pratham Chourasia

- Managing bank sales for Paytm in Madhya Pradesh, Chhattisgarh and Rajasthan, generated leads and worked closely with bank teams of various banks. - Handling escalations and facilitated deployment of POS machines through FSE, utilizing effective sales techniques to demonstrate company products to merchants and business entities. - Interacting with bank teams to provide prompt solutions to customer problems and queries, ensuring high-quality customer service. - Generating new leads through bank alliances, merchant references, bank references, and SME conversion into digital payment product relationships.

- Demonstrated strong sales skills in promoting Physical POS (Android Plutus Smart POS, Plutus Portable, Plutus Countertop POS), Payment Gateway, and Plutus QR. - Successfully drove EMI transactions of Debit and Credit cards, Working Capital Loan, Loyalty solutions, PaybyPoints. - Proactively generated new leads through strategic cold calling, merchant referrals, and bank references, leading to the establishment of profitable relationships with digital payment products. - Effectively resolved customer queries and complaints related to POS, details & deployments, API bill integration, ensuring a hefty customer satisfaction rate. - Strengthened existing customer relationships through cross-selling all products and services. - Implemented effective retention strategies resulting in overall growth in the portfolio of existing merchants.

- Marketed and sold a diverse range of financial products and services to clients. - Provided expert advice on annuities, estate planning, insurance, mutual funds, stocks, education savings, and retirement plans. Compiled, captured, and organized clients personal and financial information. - Demonstrated proficient knowledge of investment options available in the mutual fund space across various asset classes such as Debt, Equities, and Hybrid. - Managed sales through cross selling of various products and effectively increased book size and AUM share in assigned client books. - Identified, built, and maintained strong relationships with existing and new clients to achieve targets. - Generated timely reports using CRM and internal sales force. - Utilized product and process knowledge to enable Targets achievement and to effectively meet clients needs and drive fund sales. - Demonstrated strong communication and influencing skills to engage with various clients and drive business from Mutual Fund Sells.

- Cultivated and managed leads provided by Alliance Banks, consistently generating referrals during customer visits. - Identified and capitalized on opportunities to cross-sell and upsell Life Insurance products based on customer life cycle needs. - Conducted scheduled appointments with customers to propose relevant insurance products as part of daily activities. - Conducted comprehensive financial needs analysis for customers, tailoring insurance solutions based on the analysis.

Learned the overall functioning of market research.