Prakash Negi

Developed and executed sales strategies to attract individual and institutional investors, leading to increased assets under management (AUM).

Built and maintained long-term relationships with clients, offering tailored investment solutions aligned with their financial goals and risk tolerance.

Delivered presentations and product training on investment offerings, including mutual funds, PMS, fixed income instruments, and alternative investments.

Monitored market trends and competitor activities to identify new business opportunities and refine sales approaches.

Ensured strict adherence to financial regulations, company policies, and compliance standards in all client interactions.

Collaborated with portfolio managers, research analysts, and marketing teams to ensure seamless client service and product positioning.

Generated detailed sales performance reports and provided strategic insights to senior management for decision-making.

• Roles and Responsibilities: Assist with all HR related enquiries from employees and managers
• The recruitment process by advising managers on most effective recruitment methods; assist with preparing job descriptions and recruitment adverts and interviewing with the managers
• Prepare and send out contracts, reference requests and check eligibility to work in the UK
• Set up and maintain employee records both paper and electronic
• Assist with onboarding of new staff and ensure all employment related documentation is up to date
• Ensure probationary objectives are in place for new joiners and follow up with managers
• Prepare and send out auto-enrolment postponement letters and follow up with employee
• Update HR database with new starters, employee changes and leavers
• Run reports from database as required
• Update policies, procedures and employee handbook as required
• Collate sickness and absence information, ensure relevant medical certificates are provided and HR database is updated
• Co-ordinate leavers' paperwork and carry out exit interviews
• Liaise with managers and training providers to ensure training is delivered efficiently
• Assist with payroll and assist with documentation relating to employee benefits
• Assist with developing the wellbeing package and support for staff
• Advise on company policies and employment legislation where appropriate
• Any other HR related tasks as required by the business.

• In my role, I was responsible to certify accurate and timely staff numbers processing of fresh candidate with respect to attendance
• Preserving response data, which help the Directors to comprehend what areas the employee, are unhappy with the amenities delivered
• Maintaining and ensuring accuracy of figures on employee details and personal provisions, leave records in HRMS
• I was able to contribute to the set up of a new HR organisation for supporting business growth in the other city in India, Which grew from 100 to 1000 employees over a 4 year' period
• I was responsible to ensure that all data are accurate as per the company policy which will help in maintaining the employee data in the system
• To improve the performance of an employee I have involved in engagement initiatives by revising incentive structure, which in resulted in a 25% increase in employee performance
• To create a vibrant, learning and growth, oriented culture, I have coordinated with the manager to introduce various learning flow within the company which has helped an employee to increase their technical skill
• I have created a competency and leadership mapping based on various philosophies to find the way for an employee to grow in the company
• As I am extremely organized, I was responsible to handle day to day administrative activities in coordination with internal and external departments for smoothen business operations
• I use to assist processing the payroll and ensuring the prompt resolution of any payroll errors
• I was also responsible for the full and final settlement of employees when they resign from their duties and responsibilities
• In my role, I have revised the employee handbook and developed 4 new HR policies which decreased departmental spend by 20% annually
• I have resolved 95% of all employee issues within guideline timeframe of 1 hour
• During office move, I have supported the relocation of 50 employees
• I have good analytical skill because I have introduced an employee stock option plan, which in resulted in retaining of an employees by 40% annually.