HDFC ERGO General Insurance

Manage digital marketing for the fastest growing line of business: travel and home insurance.

- Ensure campaigns deliver positive ROI to achieve desired results.

- Maintain and monitor keyword bids, audience targeting, account daily and monthly budgets, 
impression share, quality score and other important account metrics on existing and new categories.

- Utilize data driven analysis insights, identify opportunities, making recommendations for performance optimizations. 

- Develop and implement creative strategy to enhance engagement, CTR, and conversions.

- Holistically approach all paid marketing channels and align those efforts cross functionally across HDFC Ergo.

- Provide regular reporting for related KPIs.

- Stayed current with search engine and PPC industry trends; mentored junior team members and onboarded new starters through training, regular meetings, and feedback.

Deputy Manager - Performance Marketing

Madchatter Brand Solutions

- Lead and set up paid marketing for the clients.

- Managed to secure three paid media proposals, including one from a client in the United States.

- Worked across departments to contribute in areas like email marketing, content marketing, social media marketing, and digital strategy.

Digital Marketing Executive

JM Financial Services Ltd

- As Operations Executive, tested and optimized backend and frontend software, enhancing algorithms, methods, and procedures for operations. 

- Added features like investment summary reports, schedule portfolios, and one-click SOA, while automating backend processes to save time and increase efficiency.

Senior Executive - Operations (Digital Product Development)	

INDIAN COMMODITY EXCHANGE LTD (ICEX)

- Oversaw core strategies for executing daily orders, preparing MIS for management, and handling business queries.

- Piloted new developments in UAT for deployment in the live system and familiarized with transaction processing on the exchange side.

Business Development Executive

Ifan Finserv Pvt Ltd.

- Responsible for overseeing the entire business process.

- Effectively handling & monitoring day-to-day operations viz transaction processing, allotments, payouts, KYC audits, etc.

- Guiding sub-agents regarding transactions, reconciliation, reimbursement, software.

-Handling various day to day transactions activities.

- Preparing brokerage rate entry & brokerage payment to sub-agents with respect to MF, FD, Bonds, Insurance.
   
- Managing records and receipts.

- Reconciling daily, monthly and yearly transactions.

- Processing invoices.

- Developing in-depth knowledge of organizational products and processes.

- Providing customer service to clients.

- Resolve financial disputes raised by the customer service and sales teams

- Being a key point of contact for other departments on financial and accounting matters.

Operations Executive

ASMACS SKILL DEVELOPMENT LIMITED

With respect to skill development projects like RPL, BSDM, PDOT, PMKVY, DDUGKY, CSR. 

- Overseeing and coordinating the day-to-day running of projects by assisting project managers and senior managers.

- Preparing presentations to update senior management on the project's progress and showcase the project's value. 

- Providing administrative support.

- Tracking and communicating projects risk and opportunities.

- Worked as part of the sales team to bring in new projects.

Project Program Coordinator

Experienced professional specializing in digital marketing strategy with a focus on performance marketing and AdTech.

Girish Khanna

Suvidha finacial service pvt ltd

Director

Motilal Oswal Asset Management Company Ltd.

Drive the business from IFA and Banking channel for Uttarakhand.

Manager

Promote exchange mutual fund transaction portal over all North.

Business Development Manager

BSEIndia

JOB RESPONSIBILITIES:

Business Development for all products of BSE Ltd.
Provide Support and Registration of Mutual Fund distributors(IFA) to BSE Star MF portal
To make prospect, identify, qualify, and develop strong sales pipeline registered and new members on BSE over North India.
Self-lead generating and taking them closer to achieve targets.
Grow fresh orders in Mutual funds and also provide product details.
To grow equity cash order in exchange and also registered new corporates.
To independently handle investor’s complaint and arbitration
To resolve queries/complaints of investors/regulatory authority.
To conduct conciliation meeting between the investor/s and the trading Member
To monitor TAT and provide qualitative synopsis to Seniors
To maintain the main IG database/ software.
Liasioning with the other regional offices/ Regulatory authority.
Regular IAP (Investor Awareness Program) in Our Region.
Site Visit for Direct listing and report to HO.
Build strong relationships with Issuers, RTA, professionals, and corporates.
Able to travel and meeting people related to capital market industry in India.

Edelweiss Financial Services Limited

Financial Products sales & Dealing

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options · To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio · To achieve healthy revenues without compromising on clients profitability · To have clear focus on client mining · To conduct regular Client Meetings & update the same in the meeting tracker · To attain maximum reach of investment ideas/stock calls initiated · To assist in new client acquisition, building new relationships and increasing depth in existing relationships · Keep abreast of the market news, financial trends and current affairs · To attend post result concals, analyst meets for improved client servicing.

Assistant Manager

Motilal Oswal Financial Services Ltd

Sales & business Development

To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options · To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio · To achieve healthy revenues without compromising on clients profitability · To have clear focus on client mining · To conduct regular Client Meetings & update the same in the meeting tracker · To attain maximum reach of investment ideas/stock calls initiated · To assist in new client acquisition, building new relationships and increasing depth in existing relationships · Keep abreast of the market news, financial trends and current affairs · To attend post result concals, analyst meets for improved client servicing.

SMC Global Securities Ltd.

COMPANY PROFILE: SMC GLOBAL SECURITIES Ltd, A leading financial services provider in India is a vertically integrated investment solution company, with a pan-India presence. Its products and services include institutional and retail brokerage of equity, commodity, currency, derivatives, online trading.

JOB RESPONSIBILITIES: 

Handling the portfolio of the existing clients. 
Opened franchisees, retail investor and corporate for expansion of  business
Providing routine research based on charts and market news. 
Responsible for Business Development Revenue Generation(Brokerage)
Time to Time collect the clients feedback and sending reports to H.O
Handled office administration activities

Relationship Manager

Experienced Manager with a demonstrated history of working in the financial service industry .Skilled in Equity research, Asset Management, Business Development, Corporate Management, Microsoft Office, Leadership, and Team Management. Strong professional with a MBA from Swami Vivekanand Subharti University  meerut & BA - Bachelor of Arts focused in Art/Art Studies, General from Delhi University.

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The Battle

Girish Khanna

Jitender Nautiyal

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