Pooja Singh

Experience

• 

  Anand Rathi Share and Stock Brokers Ltd

  Aug 2006 - Aug 2009

  Manager - Marketing

  Major Achievements:Key role in development and launching the website www.rathionline.comEffectively manage a monthly customer newsletter - “Wealth and Wisdom “with a circulation of over 50,000.Work Profile:Implemented ATL & BTL advertising solutions, sales promotions and developing marketing plans. Created a calendar of marketing activities for the organization and maintained a strong vendor network.Responsible for comprehensive marketing support & collateral generation to aid the sales pitch.Formulated & implemented the worksite model & develop alliances for sales teams to generate new sources of revenue.Successfully finalised tie-ups with major corporate client’s viz. Shoppers Stop, Metro Cash and Carry, Wipro, Cadburys, Times Internet, Times Business, Syndicate Wipers, Spectra Motors, Media Contacts, O&M, Blue Star.Effectively manage a monthly customer newsletter with a circulation of over 50,000.Other Online Initiatives:Integrating various links according to the services / products offered to the clients.Daily updations of the Research Calls, Stock Tips, and editing content, compiling of articles and data for the portal.Drafted a comprehensive Business Requirement Specification for NRI Operations.Prepared a Brief document to access the Research Tool – for Users, for Admin and for Clients.Offline Marketing Initiatives:Designed the Welcome kit, Handholding session Invitation Card, posters and feedback forms for different sessions.Prepared Manuals and Audio – Visual Demos for Trading Platforms.Content for Newsletter – Anand Rathi Wealth and Wisdom.External Communication:Events and Promotions: Planning, organising and managing external events.Maintain news clippings/ articles about the company for internal and external circulation.Conducted Wealth and Wisdom workshops across the country on weekly basis.Conducted Inductions for the new recruitson Internet Broking every week. Show less

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  SSJ Finance & Securities

  Oct 2009 - Dec 2013

  Senior Manager - Marketing

  Plan & implement the marketing strategy as well as create a calendar of marketing activities for SSJ Finance.Brand Custodian: Develop process to maintain the brand image including the use of logos, signage, and stationery including writing style guide.Travelled extensively for investor awareness workshops across regions, conducted in co-ordination with CDSL.Co-ordinate with PR agencies for research analyst press releases airing them on news channels.Organise trading / demo sessions of the online portal for the clients across regions and conducting seminars on the basics of stock market for clients.Manage innovative promotional campaigns, launch incentive schemes for customers and franchisees to generate greater revenue. Adopt similar promotional strategies for new as well as existing branches through respective Regional Heads for boosting business of the respective branch. Developed a SMS & online campaign to generate awareness about the company.Finalised the company’s Brand Identity Manual in co-ordination with the agencies.Organising and managing corporate gifts, sales brochures and presentationsDesigned various collaterals such as brochures, flyers, calendar, posters, folders, kiosks etcfor distribution amongst customers.Designed research report templates &weekly research newsletter, welcome kit for clients & business associates.Designed the look and feel of the entire back office software. Develop content for media releases and email marketing.Prepared Tele marketing script for the Sales / Tele Marketing executives.Prepared e-mailers, workbook on basics of finance to help the customers/clients learn about stock market. Show less

• 

  SBI Capital Markets

  Dec 2013 - Apr 2017

  Manager - Marketing, Product & Customer Communication

  Major AchievementsResponsible for designing the new technology based HTML 5 platform for SBICap SecuritiesWas nominated by the Company to give presentation to the board members including Chairman Smt.Arundhati BhattacharyaReleased and advertised 7 television advertisements, out of which 5 were nominated for ABBY’sLaunched the new state-of-the-art Trading Platform – www.sbismart.com with Smart Investment Tools, In-Depth Educational Resources, Sophisticated Analysis Launched SBISMART BUZZ Notification App for updating customers daily with Research Calls, Videos, Messages, ReportsMarketing & PromotionsLaunched various TVC campaigns of SBISMARTDesigned Welcome LettersWorked in close co-ordination with the agency to have the collaterals. Close co-ordination with the media agencies for the launch of adsProduct ManagementLaunched trading platform as well as mobile apps for updating customers with calls, reports, messages, etc.Launched trading through Mobile/iPad App and Lite version. Developed various Tools and Calculators for enabling customers to plan their finances.Closely work in co-ordination with the various vendors / internal teams for various product launchRegularly conduct performance monitoring / updations on the websiteCustomer CommunicationLaunched various SBISMART Edutainment Videos which explained the stock market terms in animated ways.Created the entire Audio-Visual Demos and the PDF Based Demos which were uploaded on the website.Managed the entire content / banners on the website through the CMSCreated Help texts to help clients easily understand the trading jargons. In process of launching a tracking system which will study the customer trading patterns and provide recommendations.Designed Communication e-mailers for the customers.Conducted webinars for clients and training sessions on the new platform for the Sales Team, Area Managers, Cluster Managers, etc.Streamlined and developed FAQ’s for customers to provide easy access. Show less

• 

  Weizmann Forex Ltd

  May 2017 - Jun 2018

  Maintaining Premium Corporates:Servicing Premium Corporates, Educational Consultants, Travel Agents such as EY, Jet Airways, Adani, Jaquar, Sony Entertainment, Collegepond, Eduworld, Yatra, Citius etcSuccessfully set up Forex Counters in airports at - Kochi, Chandigarh, Hyderabad. Liaisoning for setting up counters at other airports tooLaunching first of its kind Medical & Wellness Tourism counter that would showcase India’s Medical Tourism – it being state-of-the-art and of high quality, at the Mumbai airportPartnering with Hospitals, Diagnostic Centres and Wellness CentresHandling a team of 11 BDM’s PAN India. Show less Marketing & Promotions:Build strong customer Insight led Sales & Marketing strategy, encompassing all elements like lead generation, campaign execution, media planning (ATL/ BTL), SEO, Website management, Digital Products, Digital/ Social media, ROI tracking, brand management, PR, etc.Ensure 100% branding compliance for internal & external clients and corporate communication.Product & Market mapping for higher profits.Brand management recall in the digital space.Managing Marketing budgets for cost optimization, optimum yield and better results.Develop brand guidelines, templates & create training content for the sales force.Maintain control over departmental budget through innovative means while achieving desired objectives and developing in-house skills which result in lower dependence on external resources.Developing a roadmap for effectively managing the brand.Design, execute and manage Corporate Brand Building exercise including communication strategy & planning along with on site development. Design and implement templates for CCD activities.Establish association with leading companies at Senior Management level.Build and manage strong business relationship with organisations. Show less

  • Vice President - Business Alliances

    Dec 2017 - Jun 2018

  • Vice President - Marketing & Business Alliances

    May 2017 - Dec 2017
• 

  Deven Choksey

  Jun 2018 - Oct 2019

  Vice President- Products, Solutions & Marketing
• 

  Citi

  Oct 2019 - now

  Asst. Vice President

  Managing Product and Digital journey for the Wheels Department

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  Axis Bank

  Mar 2023 - now

  Leading Product, Strategy and Digital Transformation for Retail Lending

  • Vice President of Products

    May 2024 - now

  • Assistant Vice President

    Mar 2023 - May 2024