Head Of Wealth Management

• Apr 2022 - Present

Head Of Sales

• Mar 2020 - Mar 2022

- Managed a corpus of close to 100 Cr advising clients on products like equities, mutual funds, insurance, stocks, bank fixed deposits, recurring deposits and other related products - Responsible for generation and conversion of new leads for business with a conversion accuracy of 50% - Responsible for leading and training a team of sales specialists, helping to expand customer reach - End to end financial planning and relationship management of HNI clients both within and outside… Show more - Managed a corpus of close to 100 Cr advising clients on products like equities, mutual funds, insurance, stocks, bank fixed deposits, recurring deposits and other related products - Responsible for generation and conversion of new leads for business with a conversion accuracy of 50% - Responsible for leading and training a team of sales specialists, helping to expand customer reach - End to end financial planning and relationship management of HNI clients both within and outside India - AMFI and IRDAI licensed, NSE certified market professional and SEBI registered analyst - Blogger on financial literacy with 9300 followers on popular blogging website Quora with over 10 million views Show less - Managed a corpus of close to 100 Cr advising clients on products like equities, mutual funds, insurance, stocks, bank fixed deposits, recurring deposits and other related products - Responsible for generation and conversion of new leads for business with a conversion accuracy of 50% - Responsible for leading and training a team of sales specialists, helping to expand customer reach - End to end financial planning and relationship management of HNI clients both within and outside… Show more - Managed a corpus of close to 100 Cr advising clients on products like equities, mutual funds, insurance, stocks, bank fixed deposits, recurring deposits and other related products - Responsible for generation and conversion of new leads for business with a conversion accuracy of 50% - Responsible for leading and training a team of sales specialists, helping to expand customer reach - End to end financial planning and relationship management of HNI clients both within and outside India - AMFI and IRDAI licensed, NSE certified market professional and SEBI registered analyst - Blogger on financial literacy with 9300 followers on popular blogging website Quora with over 10 million views Show less

Project Manager

• Sep 2014 - Feb 2020

Markets Managed: US Consumer, India Consumer, Canada Corporate - Developed metrics and drive analytics to assess and enhance performance of markets in terms of RTF, FCR, CSAT, CHT and CTR scores Identify issues in markets and create and work on short term projects to bring about optimizations - Collaborate with cross functional teams such as business, tech, marketing, compliance and risk to gather information and understand processes and flows in order to drive enhancements and reduce… Show more Markets Managed: US Consumer, India Consumer, Canada Corporate - Developed metrics and drive analytics to assess and enhance performance of markets in terms of RTF, FCR, CSAT, CHT and CTR scores Identify issues in markets and create and work on short term projects to bring about optimizations - Collaborate with cross functional teams such as business, tech, marketing, compliance and risk to gather information and understand processes and flows in order to drive enhancements and reduce pain points related to customer experience - Provide specific recommendations and targeted action plans to stakeholders that can include better trainings, policy/procedures reviews, system changes, etc. Show less Markets Managed: US Consumer, India Consumer, Canada Corporate - Developed metrics and drive analytics to assess and enhance performance of markets in terms of RTF, FCR, CSAT, CHT and CTR scores Identify issues in markets and create and work on short term projects to bring about optimizations - Collaborate with cross functional teams such as business, tech, marketing, compliance and risk to gather information and understand processes and flows in order to drive enhancements and reduce… Show more Markets Managed: US Consumer, India Consumer, Canada Corporate - Developed metrics and drive analytics to assess and enhance performance of markets in terms of RTF, FCR, CSAT, CHT and CTR scores Identify issues in markets and create and work on short term projects to bring about optimizations - Collaborate with cross functional teams such as business, tech, marketing, compliance and risk to gather information and understand processes and flows in order to drive enhancements and reduce pain points related to customer experience - Provide specific recommendations and targeted action plans to stakeholders that can include better trainings, policy/procedures reviews, system changes, etc. Show less

Analyst

• Nov 2012 - Aug 2013

- As a Functional Analyst I have worked on several applications which involved Web application Testing, SAP Testing and Performance testing, following Agile model. - Have been involved in analysis of gaps in business requirements, using same information to plan test scripts and prepare test cases/scenarios. Involved in preparing Use cases and logging defects in Quality Center tool. - Have also had the opportunity to work in a broadcasting domain application, wherein I gained good… Show more - As a Functional Analyst I have worked on several applications which involved Web application Testing, SAP Testing and Performance testing, following Agile model. - Have been involved in analysis of gaps in business requirements, using same information to plan test scripts and prepare test cases/scenarios. Involved in preparing Use cases and logging defects in Quality Center tool. - Have also had the opportunity to work in a broadcasting domain application, wherein I gained good knowledge on airing of videos and media traffic control Show less - As a Functional Analyst I have worked on several applications which involved Web application Testing, SAP Testing and Performance testing, following Agile model. - Have been involved in analysis of gaps in business requirements, using same information to plan test scripts and prepare test cases/scenarios. Involved in preparing Use cases and logging defects in Quality Center tool. - Have also had the opportunity to work in a broadcasting domain application, wherein I gained good… Show more - As a Functional Analyst I have worked on several applications which involved Web application Testing, SAP Testing and Performance testing, following Agile model. - Have been involved in analysis of gaps in business requirements, using same information to plan test scripts and prepare test cases/scenarios. Involved in preparing Use cases and logging defects in Quality Center tool. - Have also had the opportunity to work in a broadcasting domain application, wherein I gained good knowledge on airing of videos and media traffic control Show less

Intern

• Aug 2012 - Sep 2012

Project Intern

• Jan 2012 - May 2012

Summer Intern

• May 2010 - Jul 2010

Local Committee Member

• Sep 2008 - Jan 2010