NEERU SINGH

• Handle client inquiries on deposits, withdrawals, trade execution, and profit & loss calculations.
• Perform trade computations including lot sizing, leverage, and margin calls.
• Support IB brokers, corporate and joint accounts, ensuring KYC and AML compliance.
• Conduct basic market analysis and assist clients with trading platform issues.
• Troubleshoot technical problems related to MetaTrader and order execution.
• Collaborate with risk, compliance, operations teams, and stakeholders to ensure smooth client service.
• Participated in weekly team meetings, driving continuous improvement initiatives.
• Conducted frequent follow-ups to ensure complete resolution of issues and overall customer satisfaction.
• Utilised various CRM systems to improve efficiency.
• Managed email correspondences efficiently, enhancing response time significantly.

• Market Strategy
• Team Leadership
• Campaign Planning And Execution
• Digital Marketing
• User Acquisition And Retention
• Market Research
• Brand Management
• Collaboration With Product Team
• Education And Training Initiatives
• Community Engagement
• Regulatory Compliance
• Performance Analysis
• Budget Management
• Customer Support Collaboration
• Guided team members towards achieving individual goals, fostering a high-performance culture.
• Organised trade shows, enhancing company reputation and reach.
• Implemented successful sales strategies, resulting in heightened revenue growth.
• Managed a dynamic sales team, boosting productivity and efficiency.
• Oversaw budget planning, ensuring cost-effective operations.
• Fostered strong relationships with stakeholders, improving collaboration and partnerships.
• Collaborated with marketing and other professionals to coordinate marketing efforts.
• Worked collaboratively with colleagues and agencies to deliver fully integrated cross‐channel marketing campaigns and activities.
• Created marketing materials for online and offline marketing platforms.
• Analysed marketing data to help shape future marketing strategies.

Key Achievements:

• Successfully increased sales revenue by 70% within 6 months through targeted marketing efforts and improved team performance.
• Expanded customer base by establishing partnerships and developing new market segments.
• Improved team productivity and morale through effective leadership, mentoring, and team-building activities.

• Led Indian and English teams, held calibration meetings to boost performance.
• Monitored shifts and ensured adherence to standards.
• Resolved escalations quickly to ensure client satisfaction.
• Maintained high service standards through performance analysis and quality checks.
• Conducted training for new hires and provided ongoing coaching to improve quality and productivity.
• Collaborated with managers across various divisions.
• Identified and addressed unsafe or ineffective practices.
• Introduced methods to reduce turnaround time and optimize efficiency.
• Implemented improvements to foster growth and align with organizational culture.
• Established effective communication channels, ensuring policy adherence and reducing miscommunications.
• Directed initiatives to enhance work environment and company culture.
• Developed internal policies to meet demands.
• Developed systems to enhance quality and team efficiency.
• Team Monitoring, Calibration Meetings, Shift Monitoring, Bonus Issuance
• Escalation Analysis, Performance & Quality Analysis, Workflow Management
• Training & Coaching, Technical Escalation Resolution, Matrix Management
• Process Improvement, Policy Development & Enforcement

• Conducted research and analysis on market trends, competitors, and industry developments.
• Collected and analyzed data from various sources to support business decision-making.
• Prepared reports and presentations summarizing research findings and insights.
• Assisted in developing market forecasts and identifying growth opportunities.
• Supported the team in data entry, organization, and maintenance of research databases.
• Monitored and reported on key performance indicators and market changes.
• Collaborated with cross-functional teams to provide research support for ongoing projects.

• Assisted clients in processing Deposits, Withdrawals, and account funding requests while ensuring compliance with company policies and anti-fraud measures.
• Verified and monitored deposit and withdrawal transactions for accuracy and timely completion.
• Computed trade transactions, including profit/loss calculations, leverage adjustments, and margin requirements.
• Guided clients on trading platform operations, account management, and financial transactions.
• Managed and monitored accounts receivable, ensuring timely payments and accurate reconciliation of client accounts.
• Handled customer inquiries via phone, email, and chat in English, Hindi, and Urdu.
• Resolved issues, escalated complex cases, and ensured accurate documentation.
• Collaborated with cross-functional teams (sales, tech support, finance) to address customer concerns.
• Participated in training, mentored new hires, and maintained high service standards.
• Analyzed customer interactions, provided feedback for process improvements.
• Ensured compliance with data protection and security protocols.
• Achieved sales targets through upselling and cross-selling.
• Supported 24/7 operations with shift-based availability.

• Maintained accurate bookkeeping records of all financial transactions.
• Reviewed and audited financial statements for accuracy and compliance.
• Verified receipts, invoices, and disbursements to ensure proper documentation.
• Monitored and tracked budgets and expenses for organizational activities.
• Prepared regular financial reports for review and submission.
• Identified and reported any discrepancies or financial issues.
• Assisted in developing and maintaining financial policies and procedures.

• Conducted one-on-one tutoring sessions.
• Developed customized lesson plans and provided feedback.
• Used interactive tools for engaging lessons.
• Maintained cultural sensitivity and flexibility in scheduling.
• Communicated with parents and stayed updated on educational trends.

• Process loan applications, verifying client information, and eligibility.
• Maintain accurate financial records and bookkeeping for all transactions.
• Monitor loan repayments and manage collections to ensure timely payments.
• Prepare financial statements and reports to track business performance.
• Provide customer support and clarify loan terms to clients.