JENY JAIN

• Handling over 3 team members by providing assistance to boost their productivity.
• Working and connecting regularly with more than 3 different clients (more than 6 financial advisors) to prepare the financial documents as per their compliance policies.
• Reviewing the advice documents to ensure the compliance standards of the team members.
• Providing training on various topics to the trainees or new joinees as a part of training process.

• Prepared advice documents for different financial advisors as per their compliance and deadlines.
• Efficiently working on simple to complex strategies like debt management, gearing, SMSF and so on.
• Collaborated with financial advisors to produce research documents on Super and Insurance using various industry software.
• Generated insurance quotes tailored to the client’s requirement after conducting a thorough analysis based on the client information provided.
• Reviewing the advice documents prepared by team members.

Prepared the required advice documents for the financial advisors within the turnaround time in compliance with the industry regulations.

• Maintain consistent and proactive engagement with portfolio customers through regular phone calls.
• Achieve sales targets for designated products while actively identifying and pursuing cross-selling opportunities to introduce new products and services that enhance customer value.
• Provide prompt and effective support to address customer inquiries, assist clients with online banking, mobile app usage, and other digital banking services

• Worked in Operations Controller and Analytics department.
• Collaborate with cross-functional departments to gather billing hour data, analyze efficiency and payroll metrics, and prepare comprehensive MIS reports, including those related to pending bill hours.

• I have worked in this company, while studying 4th semester of PGDM.
• Actively acquiring and onboarding salons & spas to the Ziffi platform to enable convenient appointment booking for customers.