Finance Intern
Managed a substantial client portfolio exceeding 70 individuals, tracking and analyzing financial data and account activity. Executed equity and F&O orders, representing a value exceeding 800,000+ INR on the NSE, on behalf of the clients.Facilitated strategic meetings for the Chennai GWC branch staff, contributing to enhanced client engagement. Collaborating with senior colleagues to formulate and execute plans aimed at minimizing client liabilities, showcasing advanced analytical capabilities.Demonstrated strong communication skills by developing and implementing 17 successful cold call strategies to foster and develop existing client relationships. Additionally, consistently delivered results while handling diverse assigned tasks, when such a situation arises.