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.