- Establish and defining the relationship with clients to get a vision of their goals, Finances, challenges, and opportunities unique to their situation and circumstances- Gathering relevant data about the client's financial information with a collection of necessary documents and structured questioning- Analyzing and evaluating the financial data to get an in-depth understanding of the client's situation, risk profile, product suitability, and suitable asset allocation- Developing… Show more - Establish and defining the relationship with clients to get a vision of their goals, Finances, challenges, and opportunities unique to their situation and circumstances- Gathering relevant data about the client's financial information with a collection of necessary documents and structured questioning- Analyzing and evaluating the financial data to get an in-depth understanding of the client's situation, risk profile, product suitability, and suitable asset allocation- Developing the proposal with suggestions and alternatives- Presenting the Proposal wherein a clear explanation of exactly what the client needs to do to achieve their financial goals and build the wealth to support the life they would desire and deserve- Assisting in Implementing the proposal through all the cycles of the economy, and all the fads and fears of the market- Monitoring the progress and Rebalancing annually Show less

- Created financial models to analyze and evaluate investment strategies- Researched and evaluated potential investment products for clients- Answered clients' questions about purposes and details of financial plans and strategies- Monitored and updated financial plans to comply with client goals- Updated clients on changes in tax laws and other regulations affecting investments- Trained new interns and joiners with the processes and tips to have excellent efficiency from… Show more - Created financial models to analyze and evaluate investment strategies- Researched and evaluated potential investment products for clients- Answered clients' questions about purposes and details of financial plans and strategies- Monitored and updated financial plans to comply with client goals- Updated clients on changes in tax laws and other regulations affecting investments- Trained new interns and joiners with the processes and tips to have excellent efficiency from the start Show less

- Sorted and organized files, spreadsheets, and reports.- Transitioned databases, software tools to efficient and economic alternatives to streamline processes- Supported with creating project marketing materials to promote services- Interacted with customers by phone and email to provide service related information and convert the prospect into sales- Analyzed business growth problems through a research project and worked with teams to develop solutions- Completed research,… Show more - Sorted and organized files, spreadsheets, and reports.- Transitioned databases, software tools to efficient and economic alternatives to streamline processes- Supported with creating project marketing materials to promote services- Interacted with customers by phone and email to provide service related information and convert the prospect into sales- Analyzed business growth problems through a research project and worked with teams to develop solutions- Completed research, compiled data, updated spreadsheets, and produced timely reports to assist senior staffAbout 7Prosper: 7Prosper is a tech startup, with an efficient technological tool to provide a simple and complete solution for personal financial planning. They help in setting your financial goals, analyzing financial status, advising, investing money, tracking these investments, and guiding continuously. Forget about researching where and how to invest, how to save on taxes, how to plan for retirement, or anything that bothers you financially. With a swift growth in the client base over the last year, 7Prosper is a great workplace with responsibilities combined with learning. Show less

I used my entrepreneurial skills to Co-found Green Spaces. Attended 50+ flea markets and trade shows and personally sourced material, designed products and made sales. Managing our plant decor studio, working on the website, building strategies to increase foot fall have given me a wide range of experience when it comes to customer interaction, vendor bargaining and the intricacies of running and managing a business. I would love to exhibit and improve upon these skills along with acquiring new… Show more I used my entrepreneurial skills to Co-found Green Spaces. Attended 50+ flea markets and trade shows and personally sourced material, designed products and made sales. Managing our plant decor studio, working on the website, building strategies to increase foot fall have given me a wide range of experience when it comes to customer interaction, vendor bargaining and the intricacies of running and managing a business. I would love to exhibit and improve upon these skills along with acquiring new skills in a corporate and organisational setup. Show less

ONYX Designs is a full featured Interior Designing company. Interior business being a very crowded place, it has been a challenge to keep the social media accounts running, improving online traffic and leads. The content has been exclusively written to be crisp and clear to the visitors as per the company's overall design motive "Simplicity”.About ONYX Designs: Onyx Design Studio is a Unit of RR Plywoods. With the foundation in the market for over 25 years in the Retail Plywood and… Show more ONYX Designs is a full featured Interior Designing company. Interior business being a very crowded place, it has been a challenge to keep the social media accounts running, improving online traffic and leads. The content has been exclusively written to be crisp and clear to the visitors as per the company's overall design motive "Simplicity”.About ONYX Designs: Onyx Design Studio is a Unit of RR Plywoods. With the foundation in the market for over 25 years in the Retail Plywood and Glass business. The values are solid with a major motive of "Client Satisfaction" with respect to design and quality. Show less