A business-driven manager, finding successful ways to acquire new clients and foster lucrative relationships through dynamic collaboration.
Skilled in assisting clients with financial planning processes, crypto analysis and trading.
o Performed research and analyzed investment opportunities.
o Responsible for buying, selling and transferring crypto assets with various degree of complexities.
o Staked crypto assets to generate additional income with minimum risk involved.
o Kept high security standards to secure all the crypto assets stored in their designated wallets.
o Determined assets eligible for airdrops and collecting them before they expire.
o Co-ordinated with the CPA for tax filing, expenses, and banking operations.
o Ensured proper bookkeeping through QuickBooks and documentation of invoices.
o Conducted audits for all the crypto wallets, exchanges and investments done from 2012-2024.
o Created guidelines and manuals for all the company procedures.
o Managed running costs, cash flow and processed payroll for the company.
· Managed complete sales operations, increased client base by 35% YOY and generated net inflow of 5 million revenue aligned with the bank growth plan.
· Demonstrated excellence in handling the positioning & cross selling of various products to existing & prospective clients.
· Proven track record of maintaining good corporate relationships for both acquisition and retention.
· Responsible for ring fencing the corporate with products like NPS (National Pension Scheme – 401k equivalent), Credit cards, Home Loan, Personal Loan, General Insurance, Corporate Account solutions, Forex-Travel Card solutions and Corporate Internet Banking.
· Handling key corporates like Amdocs, Siemens, Cannon, Capgemini, VE Commercial, Eicher motors, Maruti Suzuki, Vistara, Spice jet, Millward Brown, Nokia, ZS associates among many others.
· Supervising customer service operations for rendering & achieving quality services.
· Ranked Top 2 in BSC for consecutive 2 years and under top 5 for next 3 years.
Qualified and awarded for 3 National Contest for Home loan, Personal loan and GI.