- Oversee operations within the broking firm, providing comprehensive services to diverse clientele.- Engage in trades as a proprietary trader and investor- Execute trades and investments on behalf of clients, leveraging in-depth market knowledge and strategic insights.- Maintain up-to-date awareness of market trends, regulatory changes, and economic indicators to inform decision-making processes.

I assisted in tracking project opportunities and in the proposal production process. During the project design phase, I managed internal schedules, budgets, and scopes, and maintain project plans and resource planning.Key Learnings:- Developed PPFs and created more than 150 project plans based on stakeholder expectations on Deltek Vision and mapped the data on Tableau and PowerBI. - Coordinated with 60% of project clients and developed project schedules and budget allocation for them.- Conducted project management and departmental meetings to align resources, costs, and project weightage allocations.- Generated letter proposals, and purchase orders and looked after the billing projections for senior project managers

- Analyzed and conducted data research and market analysis using MS Excel to identify potential investments, generating returns of up to 45-50% in client portfolios through healthcare, pharmaceutical, and chemical sector analysis.- Increased firm interaction through Client Relationship management; Supported clients for investment and development of project portfolios.- Identified and calculated Risk ratios, Return on Investment, and Return on Equity.