Adai M. Email & Phone Number

Mumbai, Mh, In

Mumbai, Mh, In

Mumbai, Maharashtra, India

Job Description: Sales & Business Development ProfessionalAs a Sales & Business Development Professional, I am responsible for initiating and maintaining interactions with UHNIs, fostering relationships with clients. My role involves delivering relevant information on upcoming projects and facilitating meetings or property viewings with the clients & department head till the post sales journey. Duties & Responsibilities : 1. Screening of potential clients and arranging… Show more Job Description: Sales & Business Development ProfessionalAs a Sales & Business Development Professional, I am responsible for initiating and maintaining interactions with UHNIs, fostering relationships with clients. My role involves delivering relevant information on upcoming projects and facilitating meetings or property viewings with the clients & department head till the post sales journey. Duties & Responsibilities : 1. Screening of potential clients and arranging formeetings/viewings (site visit) along with the Department Head/On-ground team.2. Relationship building with UHNI clients.Provide accurate information (e.g., company background,product features/USP, industry/location knowledge, pricing,etc.)3. Conduct market research and competitor analysis on regular basis.4. Being the face of the company for a client by coordinating with the land acquisition, marketing, operations, finance, and legal teams on their behalf.5. Ideate and track offline and online campaigns with the marketing team to ensure the consistent inflow of qualified leads/inquiries.6. Assist in creating detailed proposal documents to negotiate prices, handover timelines, and deliverables with clients.7. Create and maintain reports for Sales metrics using MS Office and our CRM system.8. Maintaining sales-related data (budgeted target, targets achieved, etc.) and creating reports to submit to superiors. Show less

Mumbai, Maharashtra, India

As a Wealth Management Analyst in the Client Relatios Department, my primary focus is on delivering exceptional service and support to our valued clients. I thrive in a dynamic environment where attention to detail and client satisfaction are paramount.🔍 Key Responsibilities:Client Relationship Management: Building and nurturing strong relationships with clients, understanding their financial goals, and providing personalized support and guidance.Financial Need Analysis: Conducting… Show more As a Wealth Management Analyst in the Client Relatios Department, my primary focus is on delivering exceptional service and support to our valued clients. I thrive in a dynamic environment where attention to detail and client satisfaction are paramount.🔍 Key Responsibilities:Client Relationship Management: Building and nurturing strong relationships with clients, understanding their financial goals, and providing personalized support and guidance.Financial Need Analysis: Conducting in-depth analysis of client financial needs, evaluating performance, and recommending strategic adjustments to align with their objectives.Investment Research: Assisting clients in identifying suitable investment opportunities across asset classesAdministrative Support: Handling administrative tasks such as account openings, transfers, and documentation to ensure seamless client onboarding and maintenance.Communication Liaison: Serving as a liaison between clients and internal teams, ensuring clear and effective communication to address inquiries, concerns, and requests in a timely manner.Compliance Oversight: Ensuring adherence to regulatory requirements and internal policies, maintaining compliance standards, and conducting periodic reviews.💼 Skills & Expertise:Strong interpersonal skills with a focus on building rapport and trust with clients.Analytical mindset with the ability to interpret financial data and market trends.Excellent communication skills, both verbal and written, to convey complex information clearly and concisely. Proficiency in financial tools and software for portfolio analysis and reporting. Detail-oriented approach to managing client documentation and regulatory compliance.At the intersection of client service and financial expertise, I am dedicated to delivering value-added support and guidance to empower our clients on their wealth management journey. Show less

Mumbai, Maharashtra, India

• Developed marketing campaigns and explored new verticals for expansion, resulting in a 20% increase in client base.• Managed public relations activities and coordinated promotional events to enhance brand visibility.• Fostered positive relationships with clients and media personnel, leading to increased brand recognition and trust.

Mumbai, Maharashtra, India

Assisted the team in managing social media accounts, including content content, scheduling posts, and engaging with the audience.Conducted market research and competitor analysis to identify trends and potential opportunities for our platform.Collaborated with the marketing team to create engaging and visually appealing promotional materials. Assisted in organising and coordinating events, ensuring a seamless experience for everyone. Contributed ideas and suggestions to enhance the user… Show more Assisted the team in managing social media accounts, including content content, scheduling posts, and engaging with the audience.Conducted market research and competitor analysis to identify trends and potential opportunities for our platform.Collaborated with the marketing team to create engaging and visually appealing promotional materials. Assisted in organising and coordinating events, ensuring a seamless experience for everyone. Contributed ideas and suggestions to enhance the user experience and platform features. Show less

Mumbai, Maharashtra, India

I have been entrusted with the responsibility to lead the BBMM Committee at NMIMS as a Co-Chairperson and look forward to planning and executing multiple activities through it.

Mumbai, Maharashtra, India

Head of Administration at the largest Sports & cultural inter school event in India with over 7000 participants with 50+ schools across 90+ events.

Mumbai, Maharashtra, India

Management intern

Bachelor Of Business Administration - Bba, Management And Marketing, Cgpa - 3.43

Postgradute Certificate In Fintech, Finance

This program is designed to explore FinTech fundamentals and help make sense of these changes as they happens. Start-ups and technology.

High School Diploma, The International Baccalaureate Diploma Program

International General Certificate Of Secondary Education, Igcse, 8-10