• Embodied the company's ethos and brand identity through demeanor, personality, and appearance.• Maintained a consistently positive image of the brand.• Acted as the representative for the brand's voice and personality at various events.• Collaborated with supervisors to propose innovative strategies for brand promotion.• Delivered exceptional customer service, demonstrating in-depth knowledge of the product portfolio.• Educated customers on the diverse range of products available through personalized one-on-one interactions.• Fostered and sustained positive working relationships with both customers and Lotte staff members.• Generated and submitted accurate reports on inventory and material usage.• Successfully orchestrated the launch of new products, contributing to heightened brand awareness.• Tracked customer preferences and took charge of inventory management responsibilities.

• Directed efforts towards the overarching objective of creating wealth for future generations.• Managed and guided existing clients throughout their investment journey, ensuring personalized support.• Emphasized the value of referrals and introduced enhancements to client’s investment experiences.• Analyzed and conducted risk assessments for individual clients to optimize investment strategies.• Offered a diverse portfolio of 365+ PMS (Portfolio Management Services) and 85+ AIF (Alternate Investment Funds).• Provided timely and comprehensive reports to clients as needed, fostering transparency.• Enhanced communication with the marketing department to gain a deeper understanding of the competitive landscape.• Educated both potential and existing customers on specific products to facilitate informed decisions.• Collaborated with clients and fund managers to expedite introductions and provide effective solutions.

• Championed the company's vision by offering tailored financial investment products aligned with client risk preferences.• Precisely managed daily inquiries, adhering to established deadlines and in compliance with existing policies and procedures.• Closely monitored international market performance, formulating effective trading strategies.• Handled meticulous record-keeping for routine trading activities within the company.• Tracked and managed client investments, ensuring accurate and up-to-date information.• Conducted live trading sessions for clients, applying expertise in risk management systems.• Demonstrated a solid understanding of equity market fundamentals.• Managed back-office operations, providing clients with efficient and effective solutions.• Ensured compliance with Risk Management Systems (RMS) and maintained a comprehensive understanding of its protocols.• Planned, executed, and supervised marketing initiatives to enhance the company's market presence.• Proactively pursued and secured more than one new lead per week, contributing to business growth.• Elevated customer experiences through superior service delivery and effective issue resolutions.• Generated detailed reports outlining findings and recommendations.• Developed reporting and insights for investor relations meetings, showcasing a strategic approach.• Possessed expertise in understanding the fundamentals of high valuation on products.

• Heading the operations on day-to-day purchase & sales of raw pharmaceutical products• Keeping an eye on day-to-day regulatory information & price changes in regulated markets• Handling existing clients on supplying of required products & adding new clients• Ensuring timely supply of required products to pharma manufacturers• Introducing new pharma products to all the clients as per their needs & requirements• Dealers in APIs, excipients, bindings and Nutraceutical's raw materials• Providing end solutions to a client by catering to a wide range of products• Collection of outstanding payments.• Developed work plans, gathered and synthesized data, led analyses and implemented recommendations to define, structure and execute strategic and operational initiatives.• Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace.• Provided outstanding service to all individuals, promoting effective and lasting business relationships.• Oversaw firm's day-to-day administrative operations, provided guidance to support staff• Promoted new business and expanded firm's professional network through attendance and participation in government and industry events.• Kept meticulous records of all correspondence with customers for future reference.

• Monitoring of client portfolios.• Experienced HIPORT application during migration of work• Performed SWEEPS at the close of each business day• TSS-Transversal shares & securities operations (Cash, Interest & Claims, and Settlements)• Reconciliation of accounts for interest breaks & cash breaks.• Training team members within the department for the new migration of processes.• Identifying Training Need Analysis within the Department.• Maintaining Training Records.• Report generation, settlement and handling of queries.• Monitor NRFF report-investigate and resolve cash items.• Calculating the interests accrued in different portfolios.

• Sorted and organized files, spreadsheets and reports.• Analyzed problems, identified solutions and made decisions.• Interacted with customers by phone, email or in-person to provide information.• Hands-on Experience of Live Trading• Understanding the fundamentals of the equity market.• Built rapport with clients to facilitate trusting relationship and provide setting conducive to growth.• Handling back-office operations before and after trading hours• Periodic review of Clients and advising them on the right investment plans

• Analyzing and reconciling data• Performing previously assigned tasks and projects with minimal supervision and maintaining quality and accuracy• Analyze and complete tasks, while maintaining the quality of work product during extremely time-sensitive deadlines.• Managed operational documents and produced reports detailing activities.• Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.