Mushtaq Khan Email and Phone Number

Managing day to day business operations.Helping Financial Advisors in completing end-to-end financial planning.Onboard new financial advisors to increase the business revenue.People, Process & Stakeholder Management.Work on multiple consultative projects focused on process improvement, process. enhancement and/ or new service development.Ideate on frameworks to drive enhanced and sustainable business impact.Develop implementation plans for various business initiatives and partner with internal and external stakeholders to achieve desired outcomes.Layout measurement approach to track against project success metrics.Support business operations in partnership with other leaders.

People, Process and Stakeholder Management.Process Performance - as per SLAs.Quality and Productivity Improvement.Lead, innovate, implement best industry practices, motivate and work as a natural team-player Ops improvements in light of trends observed for disputes and queries.Manage teams and ensure quality and productivity targets are met.Motivate team members and control attrition.Ensure compliance with internal policies and procedures, external regulations and information security standards. Training Needs Identification, Analysis and Planning Refresher Training Methodology and Calendar.Audit the training and learning curve plans and monitor their execution.

Creating and reviewing financial records (Cash flow statement, Income Analysis, Expense Analysis, Income Tax analysis, Estate Planning, Insurance Planning, Investment Planning, etc.).Financial planning, Investment planning, Retirement planning, Protection planning, Estate planning and Tax planning.Budgeting.Generating cash flows.Generating insurance quotes (Life insurance, Long-term care, Disability, etc)Re-balancing of portfolio.Reviewing financial of clients at the end of each year.