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  • Strategy and Transformation
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India's first NBFC

Manpower Rationalization & Reskilling of one of India's Oldest and Leading NBFCs

Project Duration
0

months

India's first NBFC

About the Client

A prominent financial services firm, known for its expertise in securities trading and investment advisory, offers a broad range of services, including equity, derivatives, and commodities trading, mutual funds distribution, and portfolio management. The firm is customer-centric, emphasizing transparency and integrity, with seasoned professionals providing tailored investment advice. It employs advanced technology and research to offer robust trading platforms and market insights. The company’s reputation for ethical practices and client satisfaction has earned it a respected position in the securities industry.

1 st

NBFC in India

10 m

Active clients

Project Overview

A comprehensive diagnostic approach was undertaken to identify operational bottlenecks and prioritize key touchpoints for day-to-day operations. The root cause analysis revealed underlying issues that guided targeted solutions. During the design phase, best practices were integrated into existing processes, streamlining workflows and addressing redundancies. The transition roadmap was structured with a clear focus on change management, outlining roles and timelines for implementation. 

This roadmap aligned with current HR appraisal and performance cycles to ensure a smooth transition. A phased re-skilling and re-allocation plan ensured the right talent was in place at each stage. Recruitment processes, including interviewing, onboarding, and re-skilling, were refined to support this transition and foster sustainable HR practices.

Intueri's Impact

  • Affected operations across 10 departments
  • Improved overall efficiency across Western and Eastern India

Contact our Strategy Advisory Team

Expand your opportunities for success and optimize your business functions with our expert team, leveraging years of experience and in-depth market analysis. Contact us today to learn more about our comprehensive services and how our expertise can accelerate your transformation journey.

Get in Touch
Shweta Ranshore

Shweta Ranshore

Strategy and Transformation Consultant
Intueri Consulting

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