Develop board and deep client relationship.Maintenance of CRM plans for clients.Serving as a strategic advisor to the firm leadership.Providing periodical reports (weekly/Monthly or Quarterly) as agreed with Head of Business Development.Working with the account team to achieve the goal for revenue, margin and sale/pipeline.Achieving monthly Target for an individual as well as team target.Pipeline executive, deal review, pricing and negotiation strategies.

Filling the yearly GST Excel sheet.Performs day-to-day activities in preparing, processing and archiving Accounts documents to ensure accurate and timely reporting.Daily update of cashbooks.Sales Ledger maintenance.Problem solving for the Fund Accounting Team in resolving issues.