• Create De-mat account for clients. Completion of e- KYC; documents procurement and execution.• Assist in execution of investment recommendation to clients (Mutual funds and Shares). Monitor and assist in entry and exit.• Provide training and support to employees to enhance their skills and process knowledge. Creating process documentation materials.• Foster strong relationship with client and provide exceptional service.• In charge of fixing appointments, arranging and managing client/ vendor/ employee meetings andmanaging other events like workshops, seminars and conclaves.• Ensure compliance with regularities and internal policies.• Create dynamic data analytics reports with 'Looker Studio'.•

• Handled ERP software from end to end. Prepare sales; P&L report and stocks report on a daily and weekly basis.• Handled employee payroll and vendor payments.• Prepare budget sheet for the month and execute things as planned and achieve the best efficient result at the lowest expenditure possible.• Handled financial investments of MD from end to end (Mutual funds; Insurances and Shares)• Visit production site for fabric quality analysis and order placement.• Train sales staff on client handling and basic etiquette.

Responsible for Sales, Billing, Finance Management, Customer Support Executive, Quality Control and Social media marketing.