Aakash Khurana

Responsible for overseeing ZOHO, CRM, and ERP implementation, managing workflow, and ensuring timely project delivery. Key responsibilities include gathering client requirements, creating comprehensive project plans, monitoring progress, managing risks (scope creep, IT risks, operational risks), and providing end-user training and support.

Assisted senior management with strategy, cost optimization, and risk management. Managed end-to-end projects and supported operations. Successfully implemented JIRA for project management and achieved total savings of Rs. 25 lakhs under DMRC contract.

Supported all operations and managed workflow, liaising between Engineers, OEMs, clients, and vendors. Involved in identifying business opportunities, procuring new business, and revamping company websites and social media platforms.

Supported business in identifying and managing risks and ensuring an effective control environment. Assessed regulatory risks and automated task allocation processes. Developed dashboards and reports using Excel and Power BI.

Provided technical expertise to analyze client financial situations and develop suitable wealth management and financial plans. Monitored investments using tools like Morning Star and Thomson Reuters.