Lakshya Jain

• Verification and Audit of a client level information with internal client database.
• Assisted in planning, preparing and delivering statutory reports and internal audits.
• Setup new brokerage and managed accounts on the behalf of an advisor.
• Achieved service time and quality targets.
• Monitoring queue and tracking the volume of the cases.
• Connecting with US Advisors through NIGO channel if any client information is not provided in good order.
• Preparing daily team huddle reports in order to track team productivity and accuracy.
• Processed new account applications accurately and efficiently within the required time frame.
• Reviewed customer applications to determine correct information and eligibility for new accounts.

• Cold calling to parents for scheduling trials for their kids.

• Interacting people on daily basis of different demographics.

• Updating data of positive leads per day.

• Documented sales call data in company software.
• Providing/ booking free trial sessions to the children for coding and mathematics.

• Identified and contacted potential leads through various channels, such as cold-calling, email campaigns, and social media.
• Developed customer relationships to generate new business opportunities.
• Analyzed customer feedback to improve lead generation strategies.
• Generated leads through digital marketing tactics such as Google Ads, Facebook Ads, LinkedIn Ads.
• Provided customer service support to existing clients.
• Maintained accurate records of all sales activities in CRM system.