Develop and deliver training modules on stock broking, wealth management, investment strategies, and financial markets.Customize training programs to meet the specific needs of trainees, including beginners, intermediate learners, and experienced professionals.Conduct interactive workshops, seminars, and webinars covering topics such as equity trading, portfolio management, risk assessment, and regulatory compliance.Provide practical insights and real-world examples to enhance understanding and application of concepts.Offer guidance and mentorship to trainees, assisting them in building skills and confidence for career advancement in the financial services industry.Conducted thorough quality assessments and audits of products, services, or processes to identify defects, deviations, or areas for improvement.Developed and implemented training procedures, standards, and metrics to ensure adherence to training requirements and customer expectations.Collaborated with product development teams to define training specifications, conduct testing activities, and validate training performance against established criteria.Analyzed training data and trends to identify root causes of issues and recommend corrective and preventive actions to mitigate risks and improve quality outcomes.Facilitated cross-functional meetings and training sessions to promote a culture of quality excellence and continuous improvement throughout the organization.

Conducted thorough financial assessments of clients' investment goals, risk tolerance, and time horizons to recommend suitable mutual funds.Provided personalized investment advice and created tailored investment plans to help clients achieve their financial objectives.Monitored and evaluated clients' investment portfolios regularly, making adjustments as necessary to optimize performance and manage risk.Stayed abreast of market developments, economic trends, and regulatory changes to provide timely and relevant advice to clients.Cultivated and maintained strong relationships with clients through regular communication, updates on portfolio performance, and educational seminars.Collaborated with other financial professionals, such as tax advisors and estate planners, to offer comprehensive wealth management solutions.Participated in professional development activities to enhance knowledge of mutual fund products, investment strategies, and financial planning techniques.

Contribute to the revenue of the company by sales closures.Achieve the sales targets given by the management within the given deadlineProactively engage in feedback sessions with the Managers to overcome the challenges faced. Engage the prospective buyer and the seller in a negotiation to close the dealHandle a team of 12 agents and drive monthly sales closure targetsDrive the team to achieve sales targets through feedback and coaching

Conduct statutory audits at the end of the financial year and file the audit report by the deadlineFile Income Tax Returns of Individual clients, NRI, HNI before the deadlineAttend IT disputes with the client at Income Tax OfficePrepare and file GST returnsMaintain books and records of the company using Tally ERPVisit GST and Income Tax offices on behalf of the client for any returns disputePrepare the payroll data of all the employees (on roll and out sourced) for the client and submit it for salary processing