Siddhi Darji

Product Demonstrations & Client Engagement

• Progressed from Customer Service Executive to Product Specialist and led a team of 5, engaging with HNIs, Ultra HNIs, family offices, and wealth managers (AUM ≥ ₹2,000 Cr).

• Delivered tailored product demonstrations—online and in person—based on clients’ investment management needs across asset classes: stocks, mutual funds, bonds, AIFs, PMSs, and real estate.

• Collected client feedback post-demo and coordinated with the product team to assess feasibility for implementation, enhancing product relevance and adoption.

Client Onboarding & Data Integration

• Facilitated client onboarding by importing historical trade transactions through close coordination with brokers, clients, and internal finance teams.

• Configured the platform’s auto-forwarding feature to ensure seamless import of future trades via email.

• Experienced in onboarding investment data from multiple brokers, including Zerodha, Groww, Angel One, Upstox, HDFC Securities, ICICI Securities, Axis Securities, and several others.

Customer Success & Technical Support

• Served as first point of contact for client support via email and phone, managing technical queries on both desktop and cloud versions.

• Assisted clients in data uploads, reconciliation (stocks, mutual funds, PMS), and interpreting transactional charges (STT, GST, stamp duty, brokerage, etc.).

• Guided clients on capital gains (as per ITR), profit/loss, XIRR, and provided insights on portfolio analytics such as AUM trends, top gainers/losers, periodic XIRR, and benchmark comparisons.

• Trained clients' team members on effective platform usage and investment tracking.

Cross-Functional Collaboration

• Collaborated daily with internal teams—Sales, Onboarding, Data Integration, Customer Success, Retention, and Renewals—to provide end-to-end client lifecycle support.

• Acted as a bridge between Relationship Managers and Product/Sales teams to ensure timely resolution of client issues and seamless coordination during the subscription renewal process.

Internal Training & Knowledge Transfer

• Conducted onboarding and on-the-job training (OJT) sessions for new joiners as a Subject Matter Expert (SME), covering platform features, customer handling, and demos.

• Developed structured training materials and regularly provided performance feedback to managers regarding trainee progress.