Kotak Wealth Management (KWM) is one of the oldest and largest wealth management firms in India with more than USD 6 bn of assets under management. It is part of the Kotak Mahindra Group, an Indian financial services conglomerate with interests spanning Banking, Asset Management, Life Insurance & Capital Markets. • Understand the risk profile, return objectives and cash flow requirements of clients and suggest a suitable financial plan• Build client portfolios through investment… Show more Kotak Wealth Management (KWM) is one of the oldest and largest wealth management firms in India with more than USD 6 bn of assets under management. It is part of the Kotak Mahindra Group, an Indian financial services conglomerate with interests spanning Banking, Asset Management, Life Insurance & Capital Markets. • Understand the risk profile, return objectives and cash flow requirements of clients and suggest a suitable financial plan• Build client portfolios through investment products such as Mutual funds, PMSs, Bonds, Structures Products etc.• Explain taxation aspects of investments to clients and suggest investment options which are the most tax efficient for them• Review the portfolios with clients to discuss the portfolio strategy based on the market outlook and suggest any re-balancing. • Discuss any new products with clients, explaining the potential risk and rewards and prudent allocation for their portfolio. Show less

-Sales and Acquisition.-Developed IMC Plan for the company. - Handling the Digital Marketing domain of the company.-DM work included Social Media Marketing campaign, SEO, SEM and Content marketing.

the Production Unit in Hindustan Zinc for the project on “Various Machine Tools and their Uses”.•Responsible for analyzing and carrying outoperational processes of the unit.•Implemented the learning of the machinery used in the; on AUTOCAD tool for machine designing.•Responsible for computer aided drafting and designing of machines; Solar Lawn Mower•Analyzed the operational requirements and designed a working model of Solar Lawn Mower.•Learned how to optimally utilize the… Show more the Production Unit in Hindustan Zinc for the project on “Various Machine Tools and their Uses”.•Responsible for analyzing and carrying outoperational processes of the unit.•Implemented the learning of the machinery used in the; on AUTOCAD tool for machine designing.•Responsible for computer aided drafting and designing of machines; Solar Lawn Mower•Analyzed the operational requirements and designed a working model of Solar Lawn Mower.•Learned how to optimally utilize the resources.•Learned the essentials of team dynamics and team coordination. Show less