Assistant Manager - CEO Office
V5 Global Services Pvt. Ltd.
مجموع سنوات الخبرة :6 years, 5 أشهر
V5 Global is part of the First Meridian group backed by Global investment majors viz., Goldman Sachs, Samara Capital & Janchor Partners. We are one of the leading staffing solutions companies in India
• Implement all strategic related activities for Unit CEO's office
• Act as a project manager for high-level, cross-functional projects as assigned by the CEO
• Managing different programs, track and analyze program metrics and generate key learnings which enable sales and marketing to take action and refine initiatives
• Programme manage lead generation vendors to ensure productivity and quality of leads delivered to sales and Delivery teams. Setup foundation for continuous improvement for this process including performing analysis to identify improvement opportunities, and conducting regular reviews together with program owners and sales teams
• Supervised business sales and operations plan
• Closely working with the Unit CEO and assisting in the activities of corporate and strategy development
• Working on building, planning and implementation of processes for seamless delivery to the stakeholders/clients
• Lead market research projects related to market environment, competitor benchmarking and comparative statistics.
• Heading strategic initiatives from the analytical standpoint
• Coordinate the execution of strategic initiatives and oversee projects of high importance.
Analyzing the raw data of new clients to get them onboard as financial advisor
• Checking the client’s Licenses and Registrations
• Releasing and holding commission of advisors using Oracle and BETA X
• Extracting reports from Lexis Nexis, Web CRD Finra, Credit and RDC Report and updating Salesforce
Relationship manager responsible for transaction monitoring, AML and adhering to RBI guidelines.
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Sales and Marketing of banking products, including B2C and B2B sales, Target based role.
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Team handling and assigning targets to team members.
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Sales of all finance and insurance products to customers
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Established and maintained good working relations with various finance sources including dealership and DSA’s
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Monitored rate quotations and made reviewed documentation and ensured correct details