♦ Responsible for daily, weekly and monthly compliance submissions of the company♦ Day to day Data entry on moneycontrol for stock purchase and sell♦ Updating and tallying portfolio in moneycontrol♦ Maintaining worksheet for sales and purchase of client stocks on day to day basis♦ Responsible for maintaining KYC documentation of account opening (Trading & Demat)♦ Understanding of services being provided by different AMCs for mutual funds

♦ Responsible for coordination with sales team and conversion of potential clients.♦ Formulating marketing strategies for subscriptions of reports and conferences.♦ Managing the operational work at the office and guiding the team.♦ Managing social media platforms for research reports publishing and public queries♦ Understanding and implementing Zoho books and CRM for better work efficiency♦ Maintaining an electronic and hard copy filing system.♦ Managing and publishing research reports on the website

♦ Responsible for efficient services for time to time management of the office.♦ Processing tour packages and managing paper work like Itinerary and Visas♦ Preparing database of corporates and individuals for tour plans♦ Creating sample itineraries and explaining the same to clients♦ Research on corporate tour planners and vendors♦ Managing financials and GST returns of the company♦ Maintaining social media platforms and content.♦ Putting up ideas for online marketing and website building.

Responsible for providing an efficient and professional administrative and clerical service to facilitate the efficient operation of the office.♦ Processing orders and managing paper work♦ Collating database for the sale of the products♦ Creating presentations and writing up reports♦ Research on suitable retailers for the product♦ Managing financials and sales return along with Chartered Accountant for the company♦ Maintaining an electronic and hard copy filing system.♦ Checking stationary levels and ordering new supplies.