<ul><li><b><u>Marketing roles:&nbsp;</u></b><ul><li>Conducted client pitching for the company’s investment portfolios ( insurance etc)</li><li>Maintained and submitted Daily Sales Reports (DSR) to track sales and client interactions.</li><li>Managed end-to-end investor onboarding process, including documentation and follow-ups.</li><li>Engaged in lead generation and client communication, strengthening persuasion and negotiation skills.</li></ul></li><li><b><u>HR roles:-</u></b><ul><li>Designed and drafted Job Descriptions (JD) for multiple roles.</li><li>Prepared and managed recruitment mailers for interview scheduling and candidate selection.<br></li><li>Developed HRM research reports on BFSI sector practices and international HR policies.</li><li>Executed a data creation report by building a database of Pune college placement cells for recruitment outreach.<br></li></ul></li></ul><br>