Adan Khan Email & Phone Number

India

Operations management, coordination within and with other departments. Daily reporting and analysis of production over multiple products, planning and controlling production over multiple production lines.Working with Oracle E business suite.Handling and planning import logistics and invoice billing.Meeting target delivery of multiple customers.

South Delhi, Delhi, India

As a Wealth Management Advisor, I played a crucial role in managing high-net-worth individual (HNWI) portfolios, enhancing client relationships, and improving operational efficiencies. Specialized in developing tailored strategies for asset management, including SIPs and lumpsum investments, which led to significant increases in client engagement and satisfaction.Key Responsibilities:Strategic Asset Management: Managed extensive portfolios of HNWIs, regularly analyzing and rebalancing to optimize asset allocation, enhancing portfolio performance and aligning with clients' financial goals.Relationship Management: Fostered strong relationships with clients through consistent communication via calls and emails, addressing concerns, and ensuring a thorough understanding of their investment needs and expectations.Training and Development: Designed and delivered educational sessions for clients on SIPs and lumpsum investments, empowering them with the knowledge to make informed investment decisions.Operational Oversight: Revitalized engagement with dormant clients, and ensured meticulous oversight of investment activities, redemptions, and client inquiries, significantly boosting client satisfaction and retention rates.Reporting and Analytics: Produced and managed detailed MIS reports, providing upper management with critical insights for strategic decision-making and operational adjustments.

Successfully hosted and organized several webinars, Seminars and events worked with team to originate amd implement several ideas for better recognition across multiple platforms.Managing of team across several groups to meet event deadline successfully

Streamlined Paytm wallet data reporting and postpaid lending reports which led to cost savings by the company and timely actions against discrepancy of data.Also helped in finalising the monthly P&L statement of Paytm wallet business, along with working on Paytm postpaid data reporting.

Worked on User acquisitions and team management

Master Of Business Administration - Mba, International Business, 8.72

Activities and Societies: Synopsis : Finance Club

Student, Taxation, Accounting , Finance, Qualified C.P.T

Bachelor Of Commerce - Bcom, Accounting And Business/Management , Finance