Sep 2019 – Dec 2021 · 2 yrs 3 mos

• Registering and Adding New Members into the Software , Handling support queries of Members registered with BSE
• Drafting Marketing strategies and Promoting to increase the business in Mutual Fund Platform
• Preparing and Analysing Order Reports on Daily basis
• Review product performance against client requirements so as to provide optimal product.
• Perform product demonstrations for both prospective clients and existing clients as needed.
• Maintain a thorough understanding of marketplace, competitors and industry trends in order to identify new business and marketing opportunities.
• Develop product reference document and product courseware for customers.
• Create and maintain a product marketing plan for increasing sales and revenue

Feb 2019 – Aug 2019 · 6 mos

• To nurture a strong industry network, increase awareness and develop an enviable corporate image by developing and executing effective communication and relations programs.
• To work as an Academic Support Assistant for the candidates of the organization.
• To provide administrative support to faculty, including special projects, academic support,
• correspondence, data compilation and student records.
• To frequently collaborate with the content developer and manager , administrative assistant and full
• and part-time faculty and students.
• To help in resolving the academic related queries of the candidates.
• To be knowledgable about and understand the various Online and Offline information systems
• Assist Academic Support Team in day to day administration tasks, printing, scanning, uploading
• documentation to E-learning Portal.
• Be knowledgeable about programmes being offered at AAFM India, of their assessment structure and validation requirements

Apr 2017 – Oct 2018 · 1 yr 6 mos · Head office, nehru place

• Dealing with HNI , Ultra HNI and Corporates
• Analyze financial information obtained from clients to determine strategies for meeting their financial objectives.
• Contact clients periodically to determine any changes in their financial status. Interview them to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan
• Recommend financial products, such as stocks, bonds, mutual funds, real estate or insurance.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes,environmental concerns, or financial performance indicate a need for plan reassessment.
• Implementing financial planning recommendations or refer clients to someone who can assist them with plan implementation.
• Access the portfolio risk according to changing market situation.
• Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning , Investment advisory, Risk Planning.

Dec 2015 – Mar 2017 · 1 yr 3 mos · Delhi