Kanika Runwal

Designation: SME Corporate Demand Manager

Job Role:

• As SME Demand Manager my role involves working in different demand management activities, like working with management, inventory, supply chain, and sales teammates in demand planning operations.
• Identify demand forecast and any risks and develop effective mitigation plans.
• Develop demand plans based on business trends and demand patterns which can help in the achievement of targets.
• Managing SME Corporate Portfolio for Rajasthan and Indore. To increase the active account base by proper analysis which can help in revenue growth of the company.
• Develop a routine and ad-hoc demand-related reports for management for review and discussions which can help us efficiently achieve on different product lines that we offer in the market.
• To understand client's requirement and tailor pitch the product portfolio accordingly to bring and develop portfolio.
• To work on current portfolio engagement and Exceeded goals through effective task prioritization and great work ethic.
• Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.

Designation: Equity Advisor.

Job Role:

• Worked with clients to support understanding of rationale and details of financial strategies.
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
• Manage 1Cr. in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.