Aashdeep Singh Email & Phone Number

Gurgaon, Haryana

To ensure smooth onboarding of the client on Shopping program across the Globe.Coordinating with product managers and stakeholders for all the updates and calibration to optimize them in a system on a weekly basis. Conducting weekly meeting with team and new hires about new updates, knowledge sharing, process improvement and challenges.Preparing reports, interpreting data and analyzing results using statistical techniques and providing ongoing reports. Maintaining and updating process and internal documentation, SOPs. Queue Allocation & Management.

Gurugram, Haryana, India

To help clients onboard on e-commerce Shopping brand.Examining their product listings to help them serve better on e-commerce.Providing them support in account management, orders & returns management and payments reconciliation.

Gurgaon Area, India

To produce our financial advice reports (statements of advice) and also to do financial modelling. Both the reports and the modeling are done by using our financial planning software.Supporting Advice Using file notes produced by the Financial Planner and information contained in Adviser logic software: Production of Statement of Advice (SOA) documents using templates in application and Word, in line with adviser licensee standards. Production of long term cash flow and asset projections using Adviser logic software application. Exporting these projections to Excel to enable easy presentation to clients; Production of Record of Advice (ROA) documents. Ensuring SOA templates are kept up to date in line with licensee standards and current legislation.Review the impact on our investment model portfolios and recommend changes as required from guidance received.Production of client review documents using Adviser logic software and word templates.Technical keeping up to date with products being regularly recommended to clients via product provider updates.Supporting Administration / New Business Following up 3rd party authority forms via call with companies for superannuation, insurance and other policies and completing of file notes with the information obtained.

Gurgaon Area, India

Complex Cash applications, Master data & Credit Application (based on role requirement).Basic B2B collections (based on role requirement).Basic level query resolution through e mails.Creation of complex Inquiries.Extraction of reports from applications.

Jamshedpur Area, India

The project was to do a Micro Market segment analysis on Jharkhand states’ Heavy commercial vehicles, in order to optimize sales circulation of TML produced vehicles and reduce loss of sales and upscale the value proposition.

Pgdm, Marketing & Finance

Activities and Societies: Was a member of Placement Cell for our batch. Was a part of Core commitee in various programs of college like.

Bachelor Of Commerce (B.Com.), Commerce

Activities and Societies: Was the president of commerce forum among students. Captained a team in the Commerce cricket League. Bachelor.