Co-Founder

• Feb 2021 - Present

Business Head

• Nov 2019 - Feb 2021

#Headed business development team responsible for:- On-boarding and managing relationships with 300+colleges to become their financial aid desk- Establishing a strong Campus presence in the Partner Colleges- Partnerships and tie-ups with various admission consultants, coaching institutes, etc# Responsible for end to end process for execution of all on-going loan cases- Streamlining the process of document collection- Timely follow up with the relevant stake-holders including Applicant, Colleges, Lenders, etc- Regular status update of the cases to various departments/ partners including colleges partners- Initiating and conceptualizing new product offerings for various courses/ partners# Responsible for hiring human resources for Business development and Operations team as per requirement

Associate Director

• Sep 2016 - Apr 2019

# Offer private banking/ wealth management services through different financial products# Understand and analyze client’s financial needs, risk appetite and investment objective and offer appropriate solutions# Asset allocation for investment portfolio of HNI, Corporate Clients # Acquire new HNI clients from the target market including Corporate banking, ECG and other departments into the private banking

Co Founder

• Jul 2015 - Sep 2016

GoYayy is a Marketplace that consumers use for activities/ experiences discovery and booking in their leisure time. It will help consumers to find an easy way to do what unwinds them. On the other side it will help merchants to expose themselves to more users, to market their offers and increase their customer base.

Manager

• Nov 2013 - Jul 2015

# Served as a Wealth Manager for a broad base of HNI clients - Advised clients on a range of investment opportunities for their financial growth as per their lifestyle, risk profiling, financial planning and other specific requirements - Offered specialized services concerned with asset allocation and budget control - Ensured end to end management of investments of HNIs# Responsible for acquisition of new clients in Wealth Management segment through various channels# Profitably marketing and selling the financial products like Mutual Funds, Life Insurance, Working Capital Finance, etc

Deputy Manager

• Jun 2011 - Nov 2013

# In-charge of the Medallion Unit and overall responsibility of the plant operations# Led a team of eight members which looked after the production of Gold and Silver Medallions# Responsible for production and quality check of the Gold and Silver Medallions# Responsible for the vendor management including empanelment, tendering, procurement, etc# Procurement of required raw material, dies and tools# Forecasting demand and inventory planning

Analyst

• Jun 2008 - Jun 2009

# Portfolio analysis of corporate clients - Maintaining and analyzing the past business and claims recorded against the clients, which formed the basis of premium rates in future# Prepared business review and productivity reports that were used to set the benchmark standards for the distribution of work load among different departments and verticals# Led a team of two members which was responsible for activity based costing, i.e. allocation of combined/ total costs among different verticals and departments# Led a team of three members which looked after the Business Intelligence aspects of the clients