shalini malhotra

shalini malhotra

authorised sales representative

About

I have a forte' in fabrication of the investment plans for my Clients & Corporates and have been using my financial expertise on it to justify the plan proposed along with its" ratio of return" that is the rewarding factor for any of the investment. I have an expertise in maintaining my Clienteles for quite a long time and being able to position products in the due benefit of them. I have been doing funds allocation that reaps benefit in short \ long run depending on the Risk-Appetite of the client. Has also worked in Forex-Trading and being doing revenue generations consultancy for many firms Being a friendly and candid on approach always try to fabricate the plan to match the client's needs and should meet his goals .

Country

australia

City

adelaide

Industry

investment management

Skill

cash flow analysis, capital budgeting, banking, sales, balance sheet making, portfolio management, sales operations, business development, investments, market research, business analysis, negotiation, vendor management, team management, finance, competitive analysis, talent acquisition, strategy, business planning, strategic financial planning, new business development, financial analysis, investment planning, real estate planning, business strategy, management, marketing strategy, mis, mergers and acquisitions, recruiting, crm, analysis, forming budgets

Experience

investors clinic infratech limited

corporate real estate consultant and development - manager

investors clinic infratech limited

2012-3 - 2013-7 · 1 yr 5 mos

Positioning the products to the Corporate to their requirement and customized them in accord with their needs and fitment. Working with depth analysis of the designated geographical area along with its analysis of the factors surmounting its growth and that culminates to better "Return on Investment " Sales Triggers and Business Development., working on various business models to see the fitment in varied organizations, varied channels for the revenue generation and maximization.Working on the ways to expedite the skill of cold calling and to bring in into rewarding shape. Also being a part of Brand Management

iipm

corporate sales trainer

iipm

2011-3 - 2012-3 · 1 yr 1 mo

Responsible for Corporate training, Employee retention, intense study of cash- Flow and business projection. Embedding all the elements that corresponds to growth in business profits . Also takes active role in the fabrication of New Syllabus of MBA-course.

international college of financial planning

education and business development manager

international college of financial planning

2009-12 - 2010-11 · 1 yr

Core responsibilities include establishing the tie ups with the Corporates for Investments and bringing New Companies that can provide promising placements to our passed out students.

altos ventures

financial analyst

altos ventures

2007-6 - 2008-4 · 11 mos

I was handling the Commodity Trading , Metals trading on LME , alongwith it was also responsible for the allocation of funds in the Forex Markets. As being a Research Analyst use "Candle Charts" and important indicators "RSI" to position the movement of the identified scrip.

tata aig

corporate and sales trainer

tata aig

2005-1 - 2007-4 · 2 yrs 4 mos

Core Responsible for the Corporate and Sales Training of the sales team and help them in the projection of the "Investment Plan" according to the corporate needs and investment appetite. Was helping and involved with the companies in "Tailor- Made" plans that suffice the need of their core employees and fulfill their investment plans. Held lots of presentations in the Corporates to incorporate the plans for better sustenance and promising standard of life.

standard chartered bank

customer relationship manager- priority banking

standard chartered bank

2004-4 - 2004-9 · 6 mos

* Customer centric Services offfered to the elite clients,varied services offered and wealth Management being a part of this.Client Realtionship handling Acquisition of new Preferred customers * Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customer * Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers * Utilizing the sales resources (BDR or Contractual Executives or Asset Coordinator) for optimal sales support * Sales across all product segments Third Party Products, Assets, Cards etc. * Ensure certification of documentation required for opening and maintaining customer accounts * Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc

chubb

authorised sales representative

chubb

2013-11 - Present · 12 yrs 11 mos

* Take care of projection of the products and building a rapport with the client. * Responsible for setting appointment and making business presentation to them that help them to meet their financial goals and commitments. * Try to help the clients to meet their expenses and to get the right cover against sickness and accident. * Perform need assessment with the clients. * Also responsible for client servicing and retention.

Education

2016-1 - 2017-1 · 1 yr 1 mo
lady irwin school

lady irwin school

2004-1 - 2012-1 · 8 yrs 1 mo

1)Has written many article for my School & College magazines Poems penned down and recognised by the college " Martyrs " ,"Ode to Kargil gallants", " The Bandit Queen", "Untold Pains" and many more... Also got lot of certificates from"Inter- College Debates Society" 2)Also made a research on the "Global Recession 2009" , "Japanese Banking system" , "Blue Ocean Theory" , " Carbon- Financing" 3)Has taken NSE- Certifications on the Capital & futures market. 4)Has Anchored many Live-Shows and closely involved with the Event -Fabrication and Execution

shalini malhotra's Contact Information

Email

******@***.com

Phone

(**) *** ****

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