SHREE SOMANI

• Led day-to-day operations across sales, onboarding, and client servicing for a fast-growing wealth platform managing ₹60+ crore in client assets across mutual funds, PMS, NCDs, and alternative investments.

• Built and scaled the client acquisition engine, contributing to 3.2× growth in active investor accounts within 9 months through referral partnerships, relationship managers, and institutional tie-ups.

Personally closed and supervised ₹18+ crore in HNI and UHNI investments across structured products, debt, and equity-linked instruments.

• Reduced average client onboarding and KYC completion time by 42% by redesigning workflows, automations, and internal coordination between sales, compliance, and operations.

• Designed sales and follow-up systems that improved lead-to-conversion rate from ~9% to 21%, significantly increasing revenue per advisor.

• Worked directly with the Founder to define market positioning, product mix, and pricing strategy, helping increase monthly revenue run-rate by ~75% during FY 2025.

• Led partnerships with distributors, real-estate firms, and introducers, generating 40%+ of new client inflow through strategic alliances.

• Oversaw client servicing and retention strategy, achieving 90%+ client retention across high-value accounts through proactive engagement and portfolio reviews.

• Represented the firm at BNI groups, investor meets, and financial networking forums, strengthening brand visibility and deal flow.

• Trained and certified 120+ customer support agents across voice and chat channels, improving team-wide customer satisfaction (CSAT) scores by 18% within six months.

• Designed communication and de-escalation frameworks that reduced call escalations by 30% and improved first-call resolution rates.

• Conducted call audits and coaching that increased quality assurance (QA) scores from 82% to 94% across assigned teams.

• Developed training playbooks, scripts, and role-play modules that cut new-hire ramp-up time by 25%, accelerating productivity.

• Executed targeted email and social media campaigns reaching 100,000+ cumulative users, delivering 22–28% open rates and above-industry click-through rates.

• Increased website traffic by 2.5× in under 8 months through SEO, content marketing, and performance optimization.

• Managed and grew LinkedIn, Instagram, and Facebook pages to 3M+ combined followers, driving brand visibility and lead generation.

• Improved website conversion rates by 40% through Google Analytics-driven landing page, funnel, and messaging optimization.

• Supported digital PR and influencer collaborations that generated ₹25+ lakh in brand exposure value for high-profile clients.

• Coordinated communications for celebrity and executive clients, ensuring 100% confidentiality and brand consistency across platforms.