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