Akash Saxena

Senior Admin Assistant @Ameriprise Financial Services, LLC

Collaborated directly with Field VPs of the Upper-Mid West region to design tailored processes for diverse Individual Advisory Practices, resulting in a notable 15% enhancement in client retention rates & driving a significant surge of 55% in fees charged for advisory services.• Collaborated closely with advisors to implement enhancements, leading to increased productivity and seamless integration of Salesforce into their daily operations.• Successfully led Salesforce enhancement projects for the integration of third-party tools and applications with Salesforce, resulting in a 120% increase in user adoption count and 15% User Adoption Rate.• Part of Global Project of creating a Central Report Mechanism known as eMeeting, project deployed in Febraury 2024, resulting in 70% increment in Advisor Engagement with YOY growth at 11%.