Role revolves around closely coordinate between the sales and banking teams and update the new business leads / opportunities created on the CRM systems to ensure accurate and timely information is reported to all lines of business and senior management. Support new deals end-to-end, including preparing and delivering materials for client presentation and participating in live client pitches.

I work alongside expert client advisors (bankers, global investment specialists, wealth advisors and capital advisors) delivering high quality advice, service, and product solutions to Ultra-high and high net worth individuals and families.

In this role, I use to work on projects, client reporting, pre-sales & business development support activities, request for proposals, presentations, fact sheets, dashboards.● Collaborating with the Product Management team, legal and compliance, and the Sales team to develop and deliver high quality, Request for Proposal (RFP) and Request for Information (RFI) responses within customers’ deadlines for existing clients as well as prospects● Maintaining the in-house RFP database, along with efficiently improving the current process of sorting of responses● Extensively involved with multiple client reporting tasks from monthly reporting, quarterly as well as complex competitor analysis, and dashboards● Writing commentary on Funds’ performance and sector allocation as well as macro-economic factors. Also assisting the onshore senior management in drafting annual and semi-annual letter to shareholder● Liaising with a variety of stakeholders and departments including product, marketing, portfolio management and legal● Work with business unit heads to build annual budgets and forecast● Provide revenue and cost analysis to the management● Prepare dashboards to provide insights to senior management● Supporting the Business Management team with the various business reports and functionality

This role involved the analysis and evaluation of monthly and quarterly reports for various business functions● Forecasting various business attributes on a monthly and quarterly basis for business functions● Providing budgets for revenue and cost for all business functions● Reconciling the work of other finance functions● Analyzing and Approving the savings of different business units

Worked as an intern focusing on Investor Relations Advisory as the principal service for listed entities. Worked on how to create a strategic integration of Finance, communication and marketing between a company and the financial community to ultimately contribute to a company's securities to achieve fair valuation. Providing high quality, dedicated IR support service to Senior Investor Relations officers

In this role, I performed tax analysis for expatriates traveling for work from India to other countries● Determination of the taxability of income, application of relevant double taxation avoidance agreement to ensure the assignment is tax-efficient● Independent handling of tax compliance and return filing for high net worth individual● Briefing foreign nationals about the Indian tax system and assisting them in compliances like an estimation of income, tax withholding, etc.● Analysis of applicability of domestic tax laws and double taxation avoidance agreements/tax treaties for expatriate employment and personal income.● Experience in coordinating with various client contacts and tax professionals in overseas countries.