Pallavvi Agarwal

· Handling the team of 11 Business Development Relationship Manager associates

. Overall Responsible for client retention and sales of the organization

· Creating Modules on Investor relations and Business development on Learning software

· Resource allocation to various campaigns

· Working closely with Campaign team to start campaigns and getting it executed with team..

· Making strategies for BD/RM Team to achieve their sales targets

· Mentoring and guiding Relationship Manager team

· Hiring new resources

· Working with HNIs on CAT 2 fund

· Working with premier institutes Partnerships, maintain relations with offices and starting new communities on the platform

· Resolving Clients queries & escalation

· Research and identify prospective members, connect and onboard

· Work with trial members and enable subscriptions

· Drive event registrations and manage participation at networking meets

· Manager investor relations lifecycle

· Subscription renewal activities strategies and campaigns

· Create relevant investor communication

· Creating content regarding memberships, sponsorships and events.

· Create and maintain effective and measurable MIS reports

· Investor relationship management by tapping various identified investor networks and promoting IPV brand

· Update existing SOPs and create new operational SOP’s as and when applicable

Launch of new plans and programs aligned to overall company targets

• Leveraged data and analytics to make informed decisions and drive business improvements.
• Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
• Developed detailed plans based on broad guidance and direction.
• Identified and communicated customer needs to leadership team to create customer retention strategies
• Established team priorities, maintained schedules and monitored performance.
• Set aggressive targets for employees to drive company success and strengthen motivation.

CLIENT SUCCESS MANAGER

· Entrusted with building client relations

· Effectively handled 60+ clients based out of USA, UK

· Handle client escalation and client retention

· Working on implementing feedback

· Personalized consultancy on task delegation based on business requirements

· Usage optimization

· Bridge between client & Virtual Assistant

VIRTUAL ASSISTANT

· Exclusively handled clients based out of India and Dubai

· Worked with elite clients across corporate interiors, placement agency, diamond jewelers, IT solution provider, wellness industry, investment industry

· Social media management – create & schedule posts online (FB, Twitter & Instagram), manage pages, engage users, design posts, email marketing (create and send emailers)

· Executive Assistant – Calendar management, inbox handling, expense management, travel management (hotels, flights, rescheduling cabs, upgrades)

· Business development

· Project management – follow up, update CRM, sheets, create PPT’s

· Excel reporting – MIS creation, data entry, payment follow up, invoice creations

· Recruitment – create & post job ads online, shortlist resumes, handle initial interviews and coordination of interviews

· Event coordination, vendor tie up, Wikipedia page creation, expense management, research management

· Mentoring college students

· Handling placements

· Develop life skill module

· Industry exposure

· Arranging mentors for professional courses

· Tracking academics

· FO’s allowance approvals

· Planning reunion

· Worked on child sexual abuse awareness project

· Meeting board of directors / principals of schools

· Arranging and handling sessions

· Training volunteers

· Point of contact for schools

· Getting Government organization on board and BMC permissions

· Negotiating with Food vendors for setting up food court with 20+ stalls.

. Managing Resources for running of Food court & various sessions.

· Ensure smooth functioning of events.

· Overall Incharge of Merchandising and Sale.

• Liaised with marketing team to identify and develop sales and promotional events.
• Generated personal & team sales to meet or exceed established sales goals.
• Partnership with dealers.
• Handling escalations.
• Kept showroom expenses appropriate and reasonable to drive operational efficiency.
• Set goals for showroom employees and provided support and motivation to help each achieve true potential.
• Drove employee engagement and guest experience through coaching, training and development.
• Overall responsible for handling smooth running of showroom.