Anshu Goel, Pmp Email & Phone Number

Delhi, India

Responsibilities: The primary focus of my role is to manage and grow all anchor corporate SCF accounts to build AUM for the company. This includes:Corporate Relationship Management: • Cultivating strategic partnerships with anchor corporates both at HO and branch levels with an objective of sourcing qualified leads from them.• Understanding the proper structure of anchor corporate business. For Instance, their working models, business opportunities available, key persons giving leads, etc. • Imparting proper understanding of anchor corporate functionality (Business/ Structure, etc.) to Sales team.• Providing a platform where Sales Team can interact with anchor corporates’ managers at various levels (like RM/ZM/ASM, etc.) for further penetration.• Cultivating partnerships with lender teams to ensure seamless processes for onboarding of distributors/dealers, etc.Inter-Departmental Relationships: The primary focus is to create a structure that supports all sales, BD, operations and technology departments for smoother business processes and less communication gaps in order to boost business. This Includes:• Co-ordinating with Business Development team for smooth onboarding of anchor corporate and further establishing relationships with the corporate.• Sharing leads/ prospects received with Sales team and assisting them with the process of onboarding dealers/ distributors with the lender and on Loan Frame platform.Analysis/ Reports/ MIS:• Analysis of current data to know level of effective engagement, number of conversions, region wise performances and numbers, etc. and presenting them to anchor corporates and internal stakeholders from time to time to measure, benchmark and improve business performance.• Sharing feedback for all lead data provided by various anchor corporates to them.Additional Responsibilities:Have been instrumental in obtaining certifications like ISO, SOC 2, CISA, CICRA for the company.

Faridabad

Mansha Enterprises is a home business and is a distribution and trading firm. My responsibilities here are mainly in process establishment and impeovement

New Delhi Area, India

Responsible for determining accuracy level of client deliveries- deliveries of data and information services for US Mutual Funds, VAs and ETFs.Developed a new model for checking end to end deliveries which turned out to increase operational efficiency by 20% approximately.

•Responsible for all aspects of delivering data solution set for US Mutual Funds and ETFs which includes capacity planning, resource management, planning, organizing, forecasting and on time delivery of data related services.•Known for managing deliveries within specified turnaround time.•Worked with operations/ software team for process enhancements via automations thereby resulting in productivity increase by around 15%.•Established a process wherein all members were trained in more than one process (multitasking) to achieve optimum utilization of available resources•Created and supervised teams to work towards increasing the product base through new product research and development.•Created competency mapping model for mapping competencies of entire organization.•Created and supervised a subgroup consisting of senior members from all units in the organization to work towards creation of measurement parameters to measure efficiency at organizational Level.

•Responsible for all aspects of delivering data solution set for US Mutual Funds and ETFs which includes capacity planning, resource management, planning, organizing, forecasting and on time delivery of data related services.•Known for managing deliveries within specified turnaround time.•Worked with operations/ software team for process enhancements via automations thereby resulting in productivity increase by around 15%.•Established a process wherein all members were trained in more than one process (multitasking) to achieve optimum utilization of available resources•Created and supervised teams to work towards increasing the product base through new product research and development.•Created competency mapping model for mapping competencies of entire organization.•Created and supervised a subgroup consisting of senior members from all units in the organization to work towards creation of measurement parameters to measure efficiencies at organizational Level.

Pgdbm, Finance

Graduate, Commerce