• Built a Direct to customer platform(zero brokerage segment) for investors in the mutual fund industry• Analysis of investment behaviour of Retail and High Net-worth Individual(HNIs) through survey and in-depth interviews(IDI)• Cold called various brokers and Independent Financial Advisors(IFAs) to set up meetings to identify their investment behaviour• Communicated with the Sales and Marketing head of different mutual fund houses to procure institutional tie-ups for the… Show more • Built a Direct to customer platform(zero brokerage segment) for investors in the mutual fund industry• Analysis of investment behaviour of Retail and High Net-worth Individual(HNIs) through survey and in-depth interviews(IDI)• Cold called various brokers and Independent Financial Advisors(IFAs) to set up meetings to identify their investment behaviour• Communicated with the Sales and Marketing head of different mutual fund houses to procure institutional tie-ups for the platform• Designed the platform(application) prototype based on the inferences from the survey and the Business Review Specification Show less

• Forecasted sales,negotiated product prices and optimised sales volumes• Worked on the expansion of the business into new market segment which helped in increasing sales revenues• Developed strong customer service skills and maintained cordial relations with the area sales managers and employees• Consolidated record of cash and digital transactions by means of Excel spreadsheets and POS settlements

•Worked in the Banking and Finance Domain for the client, Lloyds Bank•Understood business requirements and performed application testing •Performed onsite-offshore team coordination activities relating to Test Data Management and Reference Data Creation •Worked on maintenance activities and Model-Based Design (MBD) for the Loan Application