Sarthak Tuli

• Manage a corpus of close to 100 Cr advising clients on products like equities, mutual funds, insurance, stocks, bank fixed deposits, recurring deposits and other related products
• Responsible for generation and conversion of new leads for business with a conversion accuracy of 50%
• Responsible for leading and training a team of sales specialists, helping to expand customer reach
• End to end financial planning and relationship management of HNI clients both within and outside India
• AMFI and IRDAI licensed, NSE certified market professional and SEBI registered analyst
• Blogger on financial literacy with 9000 followers on popular blogging website Quora

• Have advised more than 3000 clients mainly in areas of portfolio management, goal based financial planning, passive income generation and asset building strategies
• Prepared financial plans and held regular monitoring reviews with clients to make sure investments are in line with goals

Sr Business Analyst
Markets Managed: US Consumer, India Consumer, Canada Corporate

• Developed metrics and drive analytics to assess and enhance performance of markets in terms of RTF, FCR, CSAT, CHT and CTR scores
• Identify issues in markets and create and work on short term projects to bring about optimizations
• Collaborate with cross functional teams such as business, tech, marketing, compliance and risk to gather information and understand processes and flows in order to drive enhancements and reduce pain points related to customer experience
• Provide specific recommendations and targeted action plans to stakeholders that can include better trainings, policy/procedures reviews, system changes, etc.

• As a Functional Analyst I have worked on several applications which involved Web application Testing, SAP Testing and Performance testing,following Agile model.
• Have been involved in analysis of gaps in business requirements, using same information to plan test scripts and prepare test cases/scenarios.
• Involved in preparing Use cases and logging defects in Quality Center tool.
• Have also had the opportunity to work in a broadcasting domain application, wherein I gained good knowledge on airing of videos and media traffic control