Client Acquisition: Leveraging my skills in cold calling and prospecting within the B2B exhibition and expo industry, I have successfully onboarded new clients, resulting in an impressive $20,000 in additional revenue for my agency. Strategic Relationship Building: I have cultivated enduring partnerships by understanding client needs and tailoring the companies solutions to meet and exceed their expectations.Effective Communication: My clear and persuasive communication style has been instrumental in conveying the value of the companies services to potential clients.Market Insights: Staying current with industry trends and market dynamics has enabled me to identify emerging opportunities and target the most promising prospects.Team Collaboration: In addition to my individual contributions, I am a collaborative team player who thrives in dynamic environments. My ability to work cohesively with colleagues and share insights fosters a positive and productive work atmosphere.

Tech•Spearheaded design and implementation of integrating Salesforce in the entire offline workflow of Goonj’s processes.•Managed and resolved over 100+ user issues through efficient handling of JIRA and support tickets, resulting in a timely reporting of operations.•Developed functional business requirements, process flow diagrams, and user acceptance test cases for the CRM, Inventory & Purchase Module.•Performed QA testing after critical updates to CRM, Purchase & Inventory modules and facilitated the development of all procedural documentation and manuals.•Saved 100+ hours of cost by automating critical processes in Salesforce, leading to increased efficiency and productivity within the team.Data•Spearheaded the development of a centralized data repository for PAN India operations by collaborating with cross-functional teams; enabled almost real-time monitoring of implementation.•Extracted and Analyzed data for Annual reporting of the organizations PAN India operations to support strategic decision making.•Consolidated data requirements from stakeholders and developed a data bank for easy data interpretation and analysis, reducing data ambiguity by 80%.•Coordinated & facilitated resolution of data gaps and reporting related issues by guiding 20+ team members operating PAN India.•Reported biweekly implementation reports, showcasing data-driven insights and visualizations that catalyzed team action; achieved a 25% decrease in on-ground implementation issues and saved approx. 10 hours of team analysis time per week.

• Assess and improve client’s overall financial picture and devise an appropriate financial plan with defined turnaround and quality matrices.• Comparative analysis of the clients current financial situation with past years to ascertain any deviations in their investment allocations, net worth, cash flows and insurance.• Prepare detailed advisor specific financial reports like net worth summary, cash flow projections, investment allocation reports etc. thereby presenting the clients their current and prospective financial situation.• Providing strategic advice to clients about debt and cash management, investments, insurance including timely tracking of their retirement outlook through in depth analysis of the datasets provided by them.• Generate new business leads through referrals and building strong relationships with existing advisors. - Creating specialized and timely trackers of all financial plans for each advisor related practices.• Re balanced and re-allocated the client's investment portfolio as per the time frame of their goals and risk profile. Worked as part of a team and mentored new individuals on data entries and plan writings.