 Prepared company profile, quotations, and documents for clients Met prospective customers and provided product information Negotiated deals with customers, and execute orders under the supervision of superiors Led market studies - strategies adopted by existing competitors, and running awareness campaign for the company Analysed digital marketing and online lead generation Handled quality certification - ISO/TS 1649 Regularly measured effectiveness of B2B marketing, content marketing and communication of KPIs to stakeholder’s via dashboards and reports Assisted supervisor with CRM reports and customer insights

 Gained experience on D-MAT Gained knowledge of ELSS and Mutual Fund schemes How to prepare an investor’s portfolio - key learning during the period Discovered key factors to select Mutual Fund schemes Successfully made a portfolio comprising of all kinds of Mutual Fund and monitored the fund position for 30 days Discovered how gold is a lucrative investment compared to other investment options