- Compiled and analysed client data to provide well informed investment decisions.- Interacted with clients to prepare reports, provide support in navigating mutual funds investment options.- Executed orders on Bombay Stock Exchange guranteeing accurate and quick transactions.

- Providing strategic financial advice and facilitating organizational growth through tailored financial solutions aimed at optimizing performance and fostering sustainable growth.- Organised, coordinated, and conducted meetings with clients to pitch ideas and communicate updates.- Engaged in marketing activities through the website, social media, and emailing to generate business leads.- Liased with strategic partners to convert leads into business.

- Conducted stock specific researches through technical and fundamental analysis.- Prepared professional presentations and delivered engaging pitches to clients.- Participated in group discussions pertaining to financial analysis and engaged in the exchange of advice and insights.

- Constructed a list of potential target customers.- Converted leads into clients.- Led a team of 5 interns for targeting sales.