Responsible for acquiring new clients through networking, database, market intelligence or reference from existing clients and building depth within the existing relationships.Managing the portfolio of the clients for providing them with better investment solutions & services by evaluating their risk assessment and financial needs, to facilitate best possible returns.Involved in operations work, ensuring regulatory, compliance and legal rules are followed.Handling products like Mutual Funds, Insurance, Demat Account etc.Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.Regularly working on MIS to keep a track of sales figures using Advanced Microsoft Excel Functions (SUMIF, SUMIFS, AVG, COUNTIF, MATCH, INDEX, VLOOKUP, Pivot Table etc.).Performing daily End to End Cash Reconciliation activities that includes analysis and recording transactions.Adhering to all Reconciliation and Balancing procedures.Involved in processing customer deposits, withdrawals and payments.Managing TAT for all services & operational transactions.Authorization and Audit Checks for all the transactions held.

Managed the overall Sales team for scratch and did the sales for around 50K USD monthly.Made ancillary revenue streams to generate business for the company.Trained new employees and hired the team for marketing and sales.Directly worked in the core team to take the company to growth stage.

Ultimate Meat was a Plant Based Alternative Meat Startup which which was a game changer in the FMCG industry. It was great learning on how FMCG product manufactures and sell in the market through online and offline channels.

Built the startup from scratch to the revenue phase, learned about how new age businesses exactly works, 0-1, 1-10 & mastered the technique of business growth in different locations and customer experience and managing the team from scratch.