Gaurav Kadam

• Client Account Management

• Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

• Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

• Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration.

• Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

• Organize CG customer events to enhance customer bonding. • Acquire new CitiGold customers through converting referral leads. • Compliance, Risk & Controls.

• Ensure that KYC/AML and other compliance norms are strictly adhered to.

• Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
• Expanded sales revenues by identifying opportunities and executing customized marketing plans.
• Manage and train the team of 4, along with allocating targets and meetings on weekly as well as monthly basis.
• OBM Client meetings along with the team members for better closure rates.
• Interaction and building PR with existing clients and developers for future business.
• Define sales strategies & delivering sales acquisition targets.

• Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Demonstrated products to show potential customers benefits and advantages and encourage purchases.
• Developed compelling presentation decks to gain approval for ideas and communicate results.
• Managed revenue models, process flows, operations support and customer engagement strategies.
• Collaborated with upper management to implement continuous improvements and exceed team goals.
• Built relationships with customers and community to establish long-term business growth.
• Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
• Compiled lists of properties that met buyers' needs and financial resources.

• Advised clients on optimum buying and selling choices for maximum returns.
• Bought, renovated and flipped houses using real estate and construction knowledge.
• Compared properties possessing similar features to determine competitive market prices.
• Advocated for client needs and obtained desired considerations for sales and purchases.
• Generated leads and qualified prospects, facilitating smooth property transactions.
• Communicated with clients to understand property needs and preferences.
• Handled Brands like Starbucks,Bibg baskets,Toit, BSE...
• Achieve sales objectives by collating Marketing & Sales information, Market demand & customer buying behavior.