Surbhi Shukla

• Strengthened investor and distributor relationships, leading to increased AUM and revenue growth.
• Coordinated interactions with internal/external vendors, optimizing operational efficiency and cost management.
• Optimized customer interactions across channels, resulting in increased revenue through improved cross-selling and customer retention.
• Maintained error-free transaction processing, reducing operational costs, and minimizing the risk of costly compliance-related fines.
• Ensured strict adherence to KYC requirements, safeguarding the organization from regulatory penalties and preserving its financial reputation.
• Able to build the deal assessment financial model using appropriate toolset, following all guidelines.
• Able to perform basic cost analysis on the solution model.
• Able to work on all the tools.
• Fair understanding of all the relevant policies, and accounting practices.
• Understand contractual Terms & Conditions (T&Cs) and standard company positions
• Collaborate with sales team to produce pricing templates.
• Ensure governance process is followed and documented.
• Knowledge of financial & pricing analysis principles.
• Able to work on data analysis skills.
• Physically capable of performing general office duties.
• Excellent oral, written, and presentation communication.
• Must handle essential job responsibilities with or without accommodations.

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• Learning of Financial products and services they provide.
• E- wealth Accounts opening.
• Increased Customer Loyalty by working to resolve any customer issues and maintaining positive interactions.
• Influenced and interacted with various stakeholders, including customers, vendors, and colleagues through strategic communication.

• Learning of financial products and services.
• Assisted in projects include mutual funds & depository services etc.
• Prioritied tasks to meet deadlines and manage workflows.