Richa Jadwani

• Executed high-frequency trades in equities and F&O across NSE and BSE using technical analysis tools (MACD, RSI, candlestick patterns).
• Specialized in intraday and swing trading strategies with risk-reward optimization.
• Performed market research and tracked macroeconomic indicators, corporate actions, and quarterly results for decision-making.
• Maintained trading journal to assess trade performance and continuously refine strategies.
• Applied strict risk management: position sizing, stop-loss rules, and portfolio allocation.
• Using platforms like Zerodha Kite, TradingView, and Screener.in for analysis and execution.

• Performing checks of correct pricing, line Item, quantity and terms of payment upon receipt of Purchase Order from Customers.

• Ensuring all purchase orders fit within limit defined by the division head such as product pricing, availability of goods and credit limit.

• Resolving customer issues calmly and professionally, delivering successful solutions.

• Coordinating between different departments in order to maintain smooth business cycle.

• Sending statement of accounts periodically to customers in order to be able to collect payment as per agreed terms in timely manner.

• Performed collection calls to follow up on past due invoices with customers.

• Tracked and evaluated weekly sales figures, developing senior leadership reports for targeted action planning.

• Generating Gross Profit Analysis report on monthly basis.

• Ensuring vendor's bills are recorded in ERP (ZOHO Books), and subsequently sending it to accounts department for further process of vendor payment.

• Receiving insurance application forms through sales team, Performing analysis of set of documents of applicant and Passing preliminary documents posting into system.
• After proper pre underwriting of forms, sending hard copies to head office for further process before deadline.
• Responsible for Daily, Weekly and Monthly MIS reports.
• Ensuring and managing full traceability of transaction from receipt of application to issuance of insurance policy while being single key coordinator between cross-functional department (Operation and Sales).
• Achieved 100% accuracy in posting preliminary documents which was exception among other colleagues.

• Responsible for overall operational and Administration activities at branch level. It covers wide array of activities and co-ordination with cross functional departments such as Accounts, Operations and Human Resources.
• Cost and Revenue analysis of branch.
• Preliminary underwriting of Insurance Application form.
• Arranging training session of FSO's twice in month to provide them proper product knowledge.
• Managing performance, developing and motivating staff, provision of formal and informal feedback and appraisal – in order to maximize subordinate and departmental performance in pursuit of branch objectives.
• Manage payments to all service providers.
• Proactively take action to drive operational improvements
• Ensure appropriate financial policies, procedures, and internal controls are in place, documented, and operating as intended.
• Provide inputs for monthly and quarterly business reviews in timely manner. Facilitate business reviews with data analysis.
• Compiling of sales reports from team and submit to Regional head, for further review & analysis.
• Hosted event in rural areas, which increased 20% sales of Branch.

Provide complete and proactive support to the reporting manager in the execution of daily operations, project coordination, and administrative duties.

• Effectively handled operations spanning 52 locations and led a team of 30 engineers, ensuring consistent performance and coordination.
• Responsible for overseeing attendance Management processes, including monitoring, reporting and addressing discrepancies.
• Managed Management Information System (MIS) reporting to support data driven decision-making and operational efficiency.
• Responsible for asset coordination (more than 2000 assets), including tracking, allocation and maintenance, as well as managing incoming service calls and ensuring prompt resolution and follow-up.

• Responsible for managing the Call Escalation Matrix, ensuring escalation protocols were followed for unresolved or high priority issues to reduce down time.

• Accountable for planning and maintaining back up engineer availability at each location.