Nisha Agarwal

Ensured compliance with SEBI and RBI guidelines, maintaining integrity and security of investment offerings. Facilitated access to high-quality investment opportunities for individual investors through Jiraaf's user-friendly digital online bond platform. Managed relationships with high-net-worth individuals and corporate clients. Played a crucial role in promoting platform growth, resulting in increased investor participation and satisfaction. Served as primary contact, addressing inquiries and providing support. Collaborated with Internal teams to ensure smooth transactions.

Specialized in direct equity and pre-IPO investments. Onboarded clients for lifetime advisory services and facilitated pre-IPO transactions. Provided comprehensive investment planning and handholding support to clients. Focused on client retention through regular interaction, including virtual and direct meetings. Consistently generated seven-figure revenue individually.

Conducted data collection for the FCRA database and supported mass mailing efforts for lead generation. Analyzed FCRA funding, NGO project areas, and CSR funding. Created and maintained spreadsheets using Microsoft Excel for reporting purposes.

Conducted prospect outreach through Sales Navigator, cold calling, cold emailing, and chat support. Managed CRM updates and course sharing. Executed mass mailers, digital campaigns, website updates, social media posts, and program brochures for promotional purposes.