Vani Multani Email & Phone Number

• Completed Life Insurance, GIC, Mutual Fund and Segregated Fund transactions by the cut-off deadline helped for a smooth and efficient process.• Provided guidance on meeting Know Your Client (“KYC”) obligations at or before account opening to ensure client’s true entity, its source of funds and the intended use of the account in order to ensure compliance.• Processed clients trades, handled all incoming payments that are applied to the respective accounts accurately and timely.• Followed up with fund companies regarding proper processing of trades on a daily basis to ensure no trades were missed.• Scheduled client appointments in coordination with branch advisor(s) and prepared paperwork to ensure no delay in meeting protocols.

• Designed, Automated, Maintained and presented Daily, Weekly, Monthly and Quarterly performance Dashboard for Small Business Wireless Team.• Designed easy-to-understand templates for presenting results and insights for middle and higher management.• Conducted analysis of data, using trends and comparisons, and making recommendations to middle and higher management levels.• Provided ad-hoc reports for various teams based on the requirement of their programs/projects.• Developed and Maintained Sales placemats for Dealers and Retailers across Canada after taking inputs from various regional primes. • Worked with Regional Primes, Departmental heads Graphic designers and Printers for the Business Wireless Sales Guide 2008.• Designed and maintained programs on ‘Conversion Credits’ and ‘Market Share Model’ (using D&B reports).

• Developed Business Plan to launch new product.• Managed Marketing and Cost Budgeting for new products.• Managed multiple product lines and created sales & marketing collaterals.• Established strategic partnerships.• Trained and managed a team of 5 people on the marketing side.• Recruited and managed 15 Studio personnel.• Designed the content of the websites for the products handled.• Designed various television, print and radio advertisements for the products.• Order Processing for various product lines.

Gurgaon, India

Performance Management • Checked performance & issues with customers of Collection Officers countrywide.• Follow up on the targets and their ongoing performance on collection on daily basis.Forecasting & Budgeting• Calculate forecast and tracked costs of collections and bad debt expenses on credit sales for the various regions with zero discrepancy level. Variable Incentive Compensation (VIC)• Prepared VIC for Collection Officers on a monthly basis and sent to HR.

Masters; Mba, Business Management; Marketing & Finance

Mba, Marketing

Bachelor Of Arts (Ba)