months
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.
NBFC in India
Active clients
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.
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