Dibyaranjan Sahoo Email and Phone Number

>Process financial data with precision,leveraging technical and financial expertisefor accurate database integration>Collection, Standardization, and validationof corporate annual, semi-annual, orquarterly financial data from companyreports.> Utilize technical knowledge to analyzeaccounting and financial information,extracting valuable insights.> Consistently meet predefined individualand team targets, delivering high-qualityoutcomes with excellence> Supported the team through various dailytasks and efficiently managed workflow tooptimize team productivity.> Effectively troubleshoot problems,offering support; guide and mentor newjoiners, resolve analytical and internalqueries, and actively share knowledge withinthe team.

>Successfully advised clients on mutual fund investments, aligning strategies with their financial goals and risk tolerance.>Provided detailed insights into mutual fund options, including equity, debt, hybrid, and ELSS funds, ensuring clients made informed decisions.>Conducted in-depth financial planning sessions to understand client requirements, such as investment horizon, risk appetite, and long-term goals.>Designed and implemented customized investment portfolios tailored to client needs, achieving an average annual return of 12%.>Actively managed client portfolios by monitoring performance, rebalancing investments, and adapting to market conditions.>Maintained transparent and regular communication with clients, providing updates on portfolio status and market trends.>Ensured compliance with regulatory standards while managing investments and advising clients.>Delivered exceptional customer service, building trust and fostering long-term relationships with clients.>Demonstrated expertise in tax-saving instruments, helping clients leverage ELSS funds for financial growth and tax benefits.

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