- Trained & successfully led the client support team in acquiring new clients, fostering effective communication and building strong rapport with them.- Facilitated high-stakes negotiations with clients by thoroughly understanding their needs, presenting tailored solutions, and leveraging relationship-building skills to secure agreements.- Created comprehensive and visually compelling presentations, detailed training materials, and persuasive product brochures using Microsoft PowerPoint, tailored to address specific client needs and support sales initiatives- Collaborated with team members from different verticals to develop strategies for enhancing customer satisfaction and retention rates.- Collaborated with team members to develop strategies for enhancing customer satisfaction and loyalty. - Utilized AI tools such as ChatGPT, Perplexity, and other AI technologies on a daily basis to enhance customer support, streamline content creation, and automate routine tasks, increasing overall team efficiency.- Played a pivotal role in high-level meetings with vendors, including data vendors and the marketing team. - Engaged with the CEO and top management to set up the framework for the company. - Provided valuable insights and recommendations to drive strategic decisions and business growth. - Ensured the delivery of the brand message effectively, enhancing audience engagement and response. - Authored informative and engaging blog posts highlighting the importance of investments and diversification. - Demonstrated strong writing and research skills to create content that resonated with readers. - Offered valuable insights to the CEO on client acquisition strategy and marketing approaches. - Contributed to the development of marketing strategies that aligned with the company's goals.- Built and maintained strong client relationships, resulting in increased client satisfaction and retention rates.

Managed $4 million market leadership project for Japan institutional investor, delivering competitive analysis outcomes within deadlinesSupported the development of data-based consulting programs by liaising with Product Managers and other Client Associates from the Japan region.Provided support for senior team members in the setup, preparation, and validation of client reports, analytics and deliverables.Created engaging presentations demonstrating market landscapes, market penetration & actionable insights for institutional buy-side clients.Responding to Japan Institutional client requirements based on primary or secondary Market research data.Liaising with Product Managers and other Client Associates from Japan region for supporting the development of data-based consulting programs.Been Center face & single point of contact for all project deliverables for Japan region.Provided support for senior team members in the setup preparation, validation of client reports, analytics and deliverables through presentations & IBM SPSS tool.Provided assessment & feedbacks on project integration tools such as Qlikview, Qlikview discovery & Mercury.

Interacted & built relationships with global hedge fund managers, institutional clients, and C-level executives in the U.S. and Europe, identifying high-potential clients and delivering tailored advisory services.Calculated weekly stats denoting project progression and narrated these stats to stakeholders during periodic review catch-upsFacilitated negotiations and successfully closed deals, spearheading the team to acquire 4000 fund activations on the pitchbook platform, contributing to a 15% incremental revenue.Liaised with global team members as well as lead the team to acquire 4000 fund activation on pitchbook platform which contributed to 15% incremental revenue.Executed client segmentation strategies to identify high-potential clientsand tailor advisory services.Exposure working with institutional client, Fund managers & C-level executives from fund houses based in U.S & European region.Regular catchup with global stakeholders for providing updates and suggestions required to accelerate the growth of project.Calculating weekly stats which denoted progression of the project as well as narrating the stats to stakeholders during periodic review catchup.Implemented project development & integration tools on JIRA platform by collaborating with U.S based IT & product development team.

Educating clients on investment strategy & asset classes such as Equities, Derivatives, Fixed income Securities, PMS, AIF.Educating clients on vast array of investment opportunities trending in capital markets.Regarded as first employee to cloak 1.5Cr worth of AIF within 8 months of joining which contributed to 35% of annual revenue target.Providing best in class service to all of incoming client queries related to capital market products.Liaising with CXO’s for understanding trade life cycle and ensuring smooth execution of transactions.Initiating & executing orders on behalf of clients as well as acquired hands on experience of CRM platform.

- Played a pivotal role in educating clients on the intricacies and processes of investing in mutual funds.- Actively cross-sold goal-based funds and designed mutual fund portfolios for clients to meet their specific investment objectives.- Providing best in class service to all incoming client queries related to mutual funds.- Awarded as "Rising Star" within 3 months of joining for accomplishing quarterly targets as well as displaying professional attributes towards assigned work.