Piyusha Kapoor

• Liaised between firms and head office teams, directing firms to appropriate departments and people
• Partnered with Regional Account Executive on execution of regional business plans
• Managed relationship with advisory firm operations team, proactively seeking opportunities to add value through training, education, and onboarding
• Facilitated escalations by acting as point of contact and following issues through to resolution
• Provided education and training to advisory firms' operations support team on operational processes.

Achievements /Projects

• Provided group and 1x1 training on tasks including onboarding, offboarding, and transfers to SSA group.
• Updated and created new process to onboard foundation advisors more efficiently and accurately.
• Planned and co-hosted one-day training event for all external operations within Greater Toronto Area.

• Partnered with Field Management to identify opportunities and implement practice management initiatives
• Provided strategic sales support to Field Management to help attain their individual productive advisor targets
• Managed advisor experience by providing seamless onboarding, outstanding customer service, and support
• Partnered with head office in project work to actively create and improve processes
• Experienced with field office business applications and client information systems.

• Planned and implemented MPP's community outreach programs and spearheaded team of 3 interns and staff members
• Identified, maintained and amped daily office management plans; strengthened community and stakeholder relationships; resolved constituent's cases and helped to solve problems proactively
• Served as Database Manager (Systems, Procedures, Quality Control); assisted with constituent cases and got promoted to serve role of Office Manager from Constituent Assistant position
• Motivated, recruited, and trained volunteers; supervised Database Chair, Volunteer Chair, Election Sign Chair, and Canvassing.

• Developed and managed relationships with potential and existing clients by coordinating professional meetings, attending promotional events, and providing effective administrative support
• Supported company sales team, coordinated sales process implementation, created, and delivered pre and post sales materials actively; carried out responsibility for timely, accurate quotations and various pro-forma invoices to customers; designed and implemented targeted training of external distribution teams
• Prepared sales segment analysis, monthly/quarterly sales reports, sales agreements, and timely delivery of proposals and presentations; grew business in existing markets by 10 times from $250,000 to $2.5 M
• Developed strategic roadmap for expanding north Indian operations in response market segmentation, client feedback and competitive landscape leading to $5 M business portfolio today
• Enhanced profit margin at multiple levels of economic chain through efficient operational management, branding and collaboration; earned employee of year award across India.

• Monitored and managed portfolio quality to minimize delinquency; cultivated cross discipline relationships to facilitate business growth and seamless operations
• Developed new markets leading business growth by $500,000; enhanced total value of client relationship through cross selling of products and services
• Improved profit margins through effective risk management while successfully managing teams sized between 7 and 25 employees
• Launched business in multiple locations, including site selection, recruiting, strategy and operations; led team of 30 across collection, credit, operations, and marketing.