Harshit Singh

• Increased customer satisfaction by actively addressing concerns and ensuring timely resolutions.
• Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
• Oversee daily operations of the company, ensuring efficient and effective processes across all departments.
• Utilize data analytics and performance metrics to monitor and optimize operational performance.
• Ensure compliance with all regulatory requirements and industry standards
• Enhance the customer service experience by streamlining processes and reducing turnaround times.
• Monitor customer feedback and address issues promptly to maintain high levels of customer satisfaction.
• Collaborate with the finance team to ensure accurate financial reporting and compliance.
• Build and maintain strong relationships with key stakeholders, including customers, partners, and regulatory authorities.

Acquiring, growing and deepening HNI customer relationships through effective anagement

• Focusing on the analysis and satisfaction of HNI customer's financial, investment and business needs and objectives
• Generate new business to achieve defined targets
• Build and deepen relationships with existing wealth customer to achieve increase in share of wallet and revenue
• Ensure ongoing self development
• Ensure coverage of customer base.
• Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.

• Responsible for acquiring preferred clients (HNI/Ultra HNI)
• Advising clients on their investments and managing their overall financial portfolio
• Use financial acumen and investments expertise to review a client's personal data, align client's need through superior service, and seamlessly align service delivery for enhanced experience, helping the client to reach his short term and long term investments goals.

• Regular portfolio review of client providing advisory services into various instruments like insurance (life & non life), MF, PMS, Bond, Equity, Real Estate, Gold (ETF), & FMP
• Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with clients
• Assessing the portfolio risk according to changing market situation
• Generating the revenue primarily through Various Financial products.

• Regular portfolio review of client providing advisory services into various instruments like insurance (life & non life), MF, PMS, Bond, Equity, Real Estate, Gold (ETF), & FMP
• Dealing with existing clients
• Preparation and execution of financial planning
• Assessing portfolio risk according to changing market situation
• Generating revenue primarily through liability products.
• Organized and detail-oriented with strong work ethic

• To build and maintain business records
• Store business operations, including managing profit and loss, facility management, safety and security
• Problem solving, handling unusual circumstances
• Team Development, facilitating staff learning and development.