Jun 2023 – Aug 2023 · 2 mos · Mumbai, Maharashtra, India · On-site

• Catering to the investment needs of clients by providing them research based advice in Equity, MF, PMS, Insurance & Structured products.
• Analysis of MFs and PMS in the market.
• Manage clients through client visits, suggest financial products to the clients and achieve business target.
• Responsible for product penetration and increasing clients wallet share.
• Identifying prospective clients & acquiring new clients.

Jun 2022 – Aug 2022 · 2 mos · Mumbai, Maharashtra, India

• Responsibilities:
• Initiating phone conversations with parents who complete the demo classes for their kids
• Intensely following up with the prospects and closing the sales within the sales cycle
• Diligently communicating and priming the lead through channels like email, whatsapp, SMS, calls.
• Achieving the weekly targets in a high pressure performance driven competitive environment
• Monitoring self-performance at all times while also contributing to the team performance, keeping track of factors like conversion factor, Average revenue generated per lead, Average revenue per sale, etc.

Sep 2021 – Jun 2022 · 9 mos · Wardha, Maharashtra, India

• The role is a mix of Marketing and Finance.
• Being an Investment Consultant at Bajaj Allianz Life helps to add value in people’s lives by providing financial awareness and enabling them to meet their life goals.
• Educate people about benefits of our life insurance plans and smart ways to invest money.
• Providing knowledge of various Investment Plan and Term plan, that include short term plans and long term plans.
• Fulfil Customer's aspirations of creating long lasting wealth.

Mar 2020 – Jun 2021 · 1 yr 3 mos · Mumbai, Maharashtra, India

• I have worked in Research Team with Pitchbook Morningstar and got to learn many things essential for investment. I have learned about PE, VC and M&A and kept track of minute information of Private or Public companies such as Financing rounds, revenue, EBITDA etc.
• We extract and enter relevant information in a web based tool of Pitchbook.
• Complete data collection tasks and creating inflow to various team and process areas like PE, VC, M&A, Investor, funds.
• Tracking rounds and Type of round.
• Rounds which we tracked reverse merger, Buyouts, series of financing, debt, IPO, PIPE.
• Adding financials like revenue, net income, EBITDA, AUM to the companies on quarterly and yearly basis.

Jun 2019 – Jul 2019 · 1 mo · Andheri,Mumbai

• Worked as Finance Intern in Cash Flow Finance department. My job was to collect information about the clients from England and Wales to lend money to them for their businesses. I worked on Salesforce software on which we used to fill details of our clients like name, address, company, director, business account details, financials and property etc. Further we have to send those details to higher authorities to decide the amount to be lent.

May 2016 – Nov 2016 · 6 mos · Aurangabad Area, India

• Manufacturing of Digital Meters. testing of meters, installing software in digital meters