V Arjun Email & Phone Number

New Delhi, DL, IN

Delhi, India

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.

Delhi, India

• 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

Gurugram, Haryana, India

• 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.

Pgdm, Finance & Marketing

Bachelor Of Commerce - Bcom, Business/Commerce, General