Jan 2014 – Jan 2014 · 0 mo · Bangalore

• Advised clients on portfolio allocation of stocks after understanding their goals. Was actively involved in analyzing research reports of the Head Office and educating clients to make sound investment decisions based on their available finances. During my time, I educated many clients about stock markets, its benefits and how to structure their portfolios. I was given the responsibility of handling all the HNI clients in the branch by providing personalized services. I also organized investor education and awareness programs in Bangalore.
• This gave made me realize that there is a vast majority of people who want to handle their investments by themselves and are only looking for analysis and research tools.