RAJNEESH RANA

The vision to help clients realize their full financial potential inspired us to build on our over 17-years rich investment management expertise as well as wide domestic reach to create 3S Associates.

The mission to provide clients with customized, sophisticated financial strategies and solutions for organizing and integrating all of their investment objectives, and to specialize in offering asset, debt, and risk management strategies integrated into one seamless financial solution.

Our Vision , dedication and the passion to excel have set us on the path to be one of India's premier financial advisory companies, offering solutions for wealth enhancement & preservation, investment management and ancillary financial services solutions to affluent retail & high-net-worth clients.

Being part of the 3S Associates, means that our clients benefit from the massive reservoir of investment skills, systems and research expertise held within the Group's array of specialized client-centric and solution-oriented businesses. With our superior performance, best business practices, cutting-edge technology and sharpest financial minds in the business, we help you achieve your financial dreams.

• Carried out and developed social media, e-blast and public relations campaigns.
• Examined quarterly financials to determine business operating capacity.
• Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
• Implemented and developed operational standards, policies and procedures.

• Developed unique ways to drive sales through events, community activities and local marketing campaigns.
• Coached, mentored and built high-performing sales team.
• GENERATING NCA ERV, OD/CC CASA, BUSINESS BANKING FOR A CLUSTER WHICH INCLUDES ALL 6 BRANCHES OF MOAHLI CLUSTER, LEADING A TEAM OF BRANCE EXECUTIVES AND DRIVING THE CROSS SELLING OF THIRD PARTY PRODUCTS ALSO

• Worked in matrix management environment with oversight of division level managers, operations, sales, human resources, safety and compliance.
• Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
• Planned and resourced personnel and logistics for operations component exercises resulting in highly trained personnel ready to act quickly in critical roles.

• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Worked with CORPORATRE DISTRIBUTERS, BANKS and INDEPENDENT FINANCIAL ADVISORES to facilitate communication and deliver personalized solutions to customers.
• Generated new business and referral clients in partnership with financial advisors and branch team.
• Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Worked with sales and marketing departments to facilitate communication and deliver personalized solutions to customers.
• Generated new business and referral clients in partnership with financial advisors and branch team.
• Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.