Vineet Agrawal

Serving as a Corporate Franchise Partner, I am actively involved in strategic alliances and channel expansion for the Boston Institute of Analytics. My role focuses on driving growth strategy and enhancing client onboarding and management processes.

As the founder of Foot2Acre, a real estate consultancy, I manage all aspects of the business from client acquisition to project execution. My responsibilities include developing business strategies and ensuring high levels of customer satisfaction.

Led business development for primary markets, cultivating strong relationships with merchant bankers and company secretaries across India. Successfully retained major Mainboard IPO-bound clients and implemented real-time tracking systems to expedite ISIN applications and corporate action billing.

Managed over 400 corporate relationships, significantly improving relations with large corporate clients, including PSU entities, to secure repeat business. Successfully executed the implementation of Call Centre and Email response units for enhanced shareholder service.

Engaged extensively with diverse distribution channels to achieve business retention and improve persistency. Spearheaded the HNI & NRI Segmentation Initiative, setting up and managing a 20-member service vertical focused on expeditious processing and handholding of policyholders.

Managed approximately 150 Corporate Salary Account Clients and 14,000 individual HNI and Expatriate customers, contributing to over 1 billion Rupees in team revenue. Implemented PCVC Calling for Bancassurance partnerships and supported persistency initiatives for various insurance partners.

Ensured regulatory and process compliance for audit readiness across West India, conducting quarterly in-business RCSA and maintaining meticulous records. Presented various implemented compliance measures to senior management, demonstrating a commitment to robust internal controls.

Handled inbound calls from banking and credit card holders, ensuring high First Call Resolution (FCR) and First Time Resolution (FTR) rates, along with high NPS scores. Identified opportunities for process improvement and cross-selling, while also managing escalations and training new Citiphone Officers.

Conducted audits of books of accounts for various companies, including Partnership, Private, and Public entities. Assisted partners in timely completion of audits, prepared audit reports, and managed tax returns for clients.

Completed a three-year part-time Master of Business Administration with a specialization in Finance. This program provided advanced knowledge in financial management and strategic business practices.

Obtained a Bachelor of Commerce degree, focusing on core business and accounting principles. The curriculum covered various aspects of commerce, preparing for a career in finance and business.

Completed Secondary School Certificate from St. John the Baptist High School. This foundational education provided a strong academic base.