Sujith K is a Qualified Financial Advisor at 1 Finance.
-
Qualified Financial Advisor1 FinanceMumbai, Mh, In -
Financial Planning AnalystAmeriprise Financial Services, Llc Apr 2023 - PresentGurugram, Haryana, IndiaConducted comprehensive financial assessments and develop personalized financial plans for individual clients, addressing retirement, investment, and tax planning.Advised clients on investment strategies, asset allocation, and portfolio diversification to optimize returns and mitigate risks.Created detailed retirement plans, including income projections and savings strategies, ensuring clients meet their long-term financial goals.Analyzed clients insurance needs and recommend appropriate coverage to protect against unforeseen risks.Provided tax-efficient investment strategies, collaborating with tax professionals to minimize clients' tax liabilities.Built and maintained strong client relationships, conducting regular reviews and adjusting financial plans based on clients' evolving needs and market conditions.Prepared detailed financial reports and analyses to meet ad hoc management requirements. -
Summer InternSharekhanbnp Apr 2022 - Jul 2022Delhi, IndiaDuring my two-month internship at Sharekhan, I gained invaluable experience and insights into the financial industry. My key responsibilities and achievements included:Investment Analysis: Conducted thorough analysis of various investment types, evaluating their performance and suitability for different clients.Client Interaction: Engaged with clients to understand their financial goals and provided tailored investment recommendations.Learning and Development: Acquired in-depth knowledge about financial instruments and products offered by Sharekhan.Interpersonal Skills: Honed my interpersonal and communication skills, which I identified as one of my core strengths.Operational Insights: Gained a comprehensive understanding of how the company operates and the responsibilities associated with different roles.This internship was a highly rewarding experience, providing me with practical knowledge and professional growth in the financial sector. -
Intern (Social Concern Project)Jj Press Tools And Component Parts Dec 2021 - Jan 2022Hosur, Tamil Nadu, IndiaAs part of my Social Concern Project, I contributed to the firm by adding value and assisting in the digitalization of its operations. This experience provided me with a deep understanding of the societal impact an MBA graduate can create and allowed me to study the firm’s influence on the community.Worked as part of my Social Concern Project. Added value to the firm and helped in digitalizing the operations. Understood about the societal values an MBA graduate can create as well as studied the impact of the firm in the society.
-
Student InternEastern Condiments Pvt Ltd May 2021 - Jun 2021Kerala, IndiaAs part of an extensive Organizational Structure Training program, I studied the operational and organizational framework of Eastern Condiments Pvt. Ltd. This online training was an incredibly insightful and enriching experience, providing me with a wealth of knowledge about the company's structure and functioning.
Sujith K Education Details
-
Finance, General -
Business/Commerce, General
Frequently Asked Questions about Sujith K
What company does Sujith K work for?
Sujith K works for 1 Finance
What is Sujith K's role at the current company?
Sujith K's current role is Qualified Financial Advisor.
What schools did Sujith K attend?
Sujith K attended Christ University, Bangalore, Calicut University, Thenhipalem, Malapuram.
Not the Sujith K you were looking for?
-
1eastern.in
1 +91 484XXXXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial