Pooja M. Email & Phone Number

New Delhi, Dl, In

Delhi, India

- Track and locate lost shares for investors, ensuring timely recovery of forgotten assets- Assist investors in filing IEPF claims for unclaimed shares, navigating complex regulatory processes- Support legal heirs in recovering inherited investments through succession/probate proceedings- Facilitate dematerialization of physical shares, converting them to electronic form for easier management- Handle transmission of shares, ensuring seamless transfer of ownership- Cater to high net worth individuals (HNIs) non-resident Indians (NRIs)/Financial Institutions/Companies, providing personalized wealth recovery services- Oversee compliance with regulatory requirements, ensuring adherence to legal and financial standards- Develop and implement strategies to enhance client experience and expand business growth- Lead a team of experts, providing guidance and mentorship to ensure exceptional service delivery- Build and maintain relationships with key stakeholders, including investors, companies, and industry partners- Stay updated on industry trends, regulatory changes, and market developments to continuously improve services and expertise.

Delhi, India

Delhi, India

-Converting the Cold & Hot leads into Potential Clients-Reaching out to HNI & NRI Investors, inform them about their unclaimed investments.-Solving IEPF(Investor Education & Protection Fund) related enquiries.-Coordinating with Registrars/Share Transfer Agents regarding shares.-Assisting Investors with KYC Update , Nomination, Duplicate Certificate process, Name Deletion, Succession/Probate, and IEPF related matters.-Doing Internet Research to trace investors and their relatives/family members-Maintaining MIS for Daily report-Receiving incoming queries and resolving their matters-Coordinating with Management to finalize complicated recovery cases.-Managing and scrutinizing documents of existing as well as potential clients.-Coordinating with non-contactable clients over email. -Posting vacancies on various Job Portals, Sourcing of Candidates, Taking Telephonic rounds, scheduling their interview with Directors.-Have Additional Responsibility of HR which including Posting Vocancy on Job Portals, Screening, Shortlisting & Interviewing Candidates-Hands on Experience on Lead Generation Tools like SignalHire, Lusha, Mr. Extension, Apollo.io, GetEmail and RocketReach.

Delhi, India

-Contacting Hot and Cold Leads through calls, messages and emails.-Converting Leads into Potential Members-Informing them about the Lifetime Membership and its benefits-Adding clients as members to our organization-Coordinating with Management to resolve service related issues-Inviting Members to attend Seminars-Attending and Hosting the Seminars.-Awarding Members with Honorary Doctorate Award in their respective fields-Resolve complaints of members.

Delhi, India

Delhi, India

-Resolving Queries and Complaints of MSME Clients-Making sure the client is satisfied with our software and it's services-Raising issues and Conveying to Support Department to get technical issues resolved.-Taking Feedback from Clients once support is provided by Technical Team-Making MIS for Daily and Monthly Report-Attending Monthly Overview Meetings-Suggesting New Ideas to help organisation reach its goals- Up-selling of Products and Packages-Making sure Renewals of Annual Packages are done on time.

Delhi, India

Bachelor Of Commerce - Bcom, Business/Commerce, General

Education record