Ankit Shekhar

• Utilizing prospecting techniques to identify potential clients and create opportunities to sell financial services.
• Developing and cultivating lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
• Shadowed senior team members to learn all related jobs and tasks.
• Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
• Attended training courses to build understanding of processes, techniques and industry.
• Handled day-to-day customer or client questions via telephone or email.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
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• Promoted successful investment plans with well-organized and smooth presentations.
• Attended internal and external partner sessions to gain financial product knowledge.
• Facilitated new client onboarding process and investment account setup.
• Pitched the client and got to know about their need and financial investment capacity and offered the appropriate product
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.

• Helped with planning and hosting of marketing events.
• Created proposals and organized pursuit documentation to support marketing staff.
• Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.
• Contributed to mock-ups, email campaigns and social media content.
• Collaborated with team members to help expand marketing channels.
• Scheduled social media postings to advertise Flagship Research fellowship program i.e., Samuel Huntington Fellowship Program, Harold Lasswell Scholarship Program and Executives Program

• Total work experience of 3.5 years
• Extreme Engineering worked, Off Role) A Subsidiary of Aditya Birla group in Project “Debottlenecking and Modernisation of 250 TPD Caustic Soda Plant” at Rehla Jharkhand as Site cum
• Expanded risk management measures through spot-checking and increased randomization of inspections.
• Built strong rapport with team members, management and clients to facilitate efficiency and productivity.
• Maintained compliance with industry standards and regulatory compliance during managed projects.
• Performed quality inspections and drafted reports to detail non-conforming material issues.
• Partnered with senior management to analyze issues and find appropriate solutions.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Led projects and analyzed data to identify opportunities for improvement.

• Project of ONGC & IOCL at Barkagaon (Distt- Ramgarh), Jharkhand
• Compiled and presented reports explaining project details to non-technical stakeholders.
• Prepared site reports and organized subcontractor invoices, codes documentation and schematics.
• Created work schedules and adjusted as needed to meet project deadlines and keep shifts properly staffed.
• Checked technical designs and drawings for adherence to standards.
• Developed cost estimates for planned projects to aid in costing and budget planning efforts.
• Recorded daily events and activities in site diary to evaluate process and improve productivity.
• Gathered data, incorporating into drawings, schematics and maps.
• Oversaw quality control and health and safety matters for construction teams.
• Assessed project requirements against current GMP, GLP and EHS standards and practices.

Checking internal applications and help team in onboarding potential
new clients, perform the required due diligence for new client
acceptance and provide recommendations on the acceptance.
Formulated questionnaires to gather more details from client,
determining capacity and capability.
Capturing and documenting the due diligence and research processes
involved in client acceptance
Scheduled in-person interviews with clients to assess needs and collect information, determining eligibility.

Providing KYC/CDD analysis of individual customers
Undertaking research, documents checks, and financial crime risk
assessment via internal and external sources
Performing screening
Detecting and report suspicious activity, including the predicate
offenses to money laundering and terrorist financing
Ensuring all documents submitted for CDD are in line with internal
policies
Identifying and analyze alerts generated by the monitoring system in
order to identify potentially suspicious activity
Escalating any red flags and potential risks to the escalation team
Handling sensitive or confidential information
Providing SAR.