• Leading all internal operations.• Work with Finance to develop pricing model that ensures P&L targets are achieved.• Working in partnership with the management team and board of directors, create the strategic five-year plan and implement new processes and approaches to achieve it.• Oversee all administrative functions, ensuring smooth daily operations.• Manage the daily performance of the operations team. Use good meeting and project planning practices to drive focus and results.• Develop, establish, and direct the execution of operating policies to support overall company objectives.

• Acquisition & Managing HNIs & Corporate customers. • Advising clients on investment products and services. • Cross sell various financial products and services including PMS, Mutual Funds. • Analyze client Portfolios and making necessary suggestion. • Taking adequate measures to ensure optimum utilization of surplus funds of client to accomplish Revenue Generation. • Ensuring the smooth implementation of work-related policies. • Ensuring highest levels of customer services to related HNI customers.

• Acquisition & Managing HNIs & Corporate customers. • Advising clients on investment products and services. • Cross sell various financial products and services including PMS, Mutual Funds. • Analyse client Portfolios and making necessary suggestion. • Taking adequate measures to ensure optimum utilization of surplus funds of client to accomplish Revenue Generation. • Ensuring the smooth implementation of work-related policies. • Ensuring highest levels of customer services to related HNI customers.

• Lead & mentored team for the purpose of lead generation, conversion and securing business meetings with prospective HNI/UHNI clients. • Handling queries, request, complaints of clients associates branches through call on IVR Emails. • Processing all client payout and pay - in requests within 24 HRS. • Filing and checking account opening forms as per KYC guidelines. • Processing all application forms received from customers. • Supporting team members for all types of queries in case they have problem in resolving the matter issue.

• Listening recorded/live conversation of associates and providing the real time feedback and coaching • Publishing Quality Dashboards to Higher Management, as per reporting schedule • Conducting Quality Sessions based on the audit observations and updates • Conducting Call Calibration with operations and business to restructure the quality audit sheet/operational definitions/parameter weightage • Liaison with operation and training team to conduct refresher training • Audited calls to figure out the issues to Operations team

• Handling queries, request, complaints of client’s associate branches through call on IVR Emails. • Handling walk-in clients for their queries, request, complaints. • Understanding and forwarding concerns queries request related to client’s associate branches to concern department team. • Managing DSR report and circulation of letters for new policy in the team. • Supporting team members for all types of queries in case they have problem in resolving the matter issue.

• Processing documents related to franchise and AP. • Provide all the necessary training to AP related to KYC. • Preparing CTCL documents for APs. • Coordinating with compliance dept. for ledger verification and accounts for preparing the cheques.

• Handling back office operations for 4 branches. • Maintaining MIS files and asset files etc. • Managing petty cash. • Routing and handling all requests pertaining to Pay-ins, Pay-outs, group change, brokerage reduction etc. • Filing and checking account opening forms as per KYC guidelines.

• Front desk operations. • Processing all application forms received from customers. • Ensuring that all applications forms are properly filled in along with the required data. • Having full exposure in account opening. • Adhere to TATS for general office, checking and forwarding applications to H.O.