Formulate business operating plan and strategy alongwith senior management team.Implementation and execution of new processesManaging timely data collection to update operations metrics to achive productivity , target,reduce cost per unit, and deliver excellent customer service.To share weekly MIS with HOD of important business parameters

To manage all customers leads generated through online marketing and to promote product information for selling and purchasingManaging Occupational Health checks, -Outstation activities and coordinate among the team.Managing Corporate & Retail staffing and rosteringConduct regular Audits for all processes and payment mode reconciliations (Petty cash, MIS Collection and other operational Process)Manage Practo : Doctor listing, leads, and conversions.

Dealing with securities, maintaining clients online account, providingPreparation of Various reports of Trade done and giving Confirmation for the same to the client. Coordinating with Clients for Fund/Security Pay-in/Payout of NSE and BSEHandling queries of branches & clients through E-mails, Phone callsMaintaining the MIS records of the queries handled from Branches/ clients and presenting the same to the upper management

Managing data for Sales to Collect Account OpeningMaintain MIS & ExcelMaintain Inward & Outward RegisterGenerated lead for Branch Mutual Fund /FD/RDMaximum Account open