Arvind Menon

Lead and manage a team of 5 Portfolio Managers, overseeing client acquisition, investment advisory, and relationship management
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for HNI and corporate clients.
Drive Assets Under Management (AUM) growth by acquiring high-value clients and providing strategic advisory across mutual
funds, equities, bonds, and structured investment products.
Manage P&L performance, monitoring revenue generation, operational costs, and overall portfolio profitability.
Conduct portfolio reviews, financial planning sessions, and market advisory meetings to strengthen long-term client relationships
and maximize returns.
Develop business expansion strategies and sales initiatives, while ensuring compliance with regulatory guidelines and investment
risk management standards.

Conduct inbound and outbound calls to prospective clients, promoting financial products and services to achieve monthly sales
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targets.
Build and maintain strong client relationships by understanding investment needs and offering tailored financial solutions.
Assist clients with online investment platforms, including stocks and other financial instruments, ensuring smooth onboarding and
support.
Consistently achieve sales targets through lead generation, consultative selling, and objection handling techniques.
Coordinate with internal teams to ensure efficient client onboarding, documentation, and compliance processes.

Managed daily operations of a call center with 52 telesales executives and 3 team leaders, ensuring productivity, workflow
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efficiency, and performance management.
Oversaw customer service and sales operations, improving revenue generation and enhancing overall customer satisfaction.
Led workforce planning, recruitment, onboarding, and training programs to develop a high-performing telesales and customer
support team.
Handled client escalations and service issues, ensuring timely resolution while maintaining strong client relationships.
Implemented SOPs, KPI monitoring, and operational frameworks to improve sales conversion, service quality, and overall operational
efficiency.

Managed legal and RERA-related client escalations, ensuring timely resolution through phone, email, and in-person communication
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channels.
Developed and implemented customer service strategies aligned with organizational goals to improve client satisfaction and
retention.
Prepared management reports and KPI dashboards, analyzing service performance trends and recommending operational
improvements.
Evaluated existing service delivery processes and introduced improvements to enhance operational efficiency and customer
experience.
Trained and supervised customer service teams, ensuring compliance with service standards, regulatory guidelines, and quality
benchmarks.

• Responsible for Revenue Generation.
• Present realistic forecasts & achieve the sales targets.
• Managing complete sales cycle including Introductory Meetings, Demos, Negotiation and Closure.
• Making Presentation with Prospects, Requirement Analysis, Solution & Concept mapping, etc.
• Cross Selling Activities with existing clients.
• Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.

Managed key client accounts, ensuring high-quality service delivery and timely resolution of client inquiries and issues.
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Identified upselling and cross-selling opportunities, contributing to revenue growth and strengthening long-term client relationships.
Executed strategic sales initiatives and managed the full sales cycle, including client meetings, product demonstrations,
negotiations, and deal closures.
Developed management reports on sales performance and customer engagement, providing insights to support business decisions.
Collaborated with cross-functional teams to enhance client experience, improve service delivery, and expand the client portfolio.

Led business development and client engagement initiatives, driving revenue growth and building long-term corporate partnerships.
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Consulted with corporate clients to identify workforce development needs and delivered customized learning and training solutions.
Managed the end-to-end project lifecycle, including planning, execution, monitoring, and successful delivery of corporate training
programs.
Recruited, trained, and mentored team members in sales techniques, client engagement, and objection handling to improve team
performance.
Prepared and presented project proposals, performance reports, and strategic updates to clients and senior leadership.

• Responsible for Business Development &further growth of the organisation to ensure the vision is achieved.
• Revenue Generation both top line and bottom line.
• Important part of Sales Life Cycle.
• Client Service & Engagement by understanding optimising and providing various customised packages.
• Vendor Management.
• Recruitment & Trainings to sub ordinates in Sales & Telephone Objection handling skills.

Delivered personalized consultation services to VIP and premium clients, understanding their preferences, expectations, and
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relationship goals to facilitate compatible matches.
Assisted clients in creating and optimizing online profiles, ensuring accurate representation of their personality, interests, and
lifestyle to improve match quality.
Used advanced matchmaking tools, data insights, and profiling techniques to identify suitable matches and guide clients through
the selection and introduction process.
Built strong client relationships through confidential advisory services and continuous engagement, ensuring a high level of client
satisfaction.
Maintained detailed client records and monitored engagement metrics to improve matchmaking outcomes and service quality.