Neeraj Gupta

 Preparing Branch Wise Cost Report such as payroll, benefits, etc.
 Reconciling benefits Invoices.
 Processing Payroll Activities.
 Updating deduction and Taxes information of employees.
 Calculating Commission and bonus on loan file for the loan officers and managers.
 Handling Team Mailbox and Tracking all the emails and ensuring they are responded in
timely manner with realistic ETA.
 Analyzing pay stubs and commission data and resolving employee queries.
 Updating Direct Deposit details in ADP.
 Preparing Separation Document for employees.
 Performed all other duties/special projects as assigned.
 Interacting with clients and management to resolve escalation via email or call.

 Managing and servicing UHNI/HNI clients with minimum ticket size of 50 lakhs and above.
 Advising clients on their investments and managing their overall portfolio across all asset
classes like bond, equity, PMS, AIF, Debentures, structured products.
 Maintain professional and long term relation with the client.
 Retention of customers.
 Acquiring new and prospective customers understanding the requirements of the prospect.
 Generate revenues and AUM for the company as per the expectation.
 Give high priority service to the customers as per the company processes.
Achievements:-
 Quick start certificate in the Month of June 2019.
 Rolling Trophy and Best Performer Employee of the Month, August 2019.
 August 2019, Appreciation certificate UTI mutual fund.