INTERN
NJ WEALTH FINANCE LIMITED
AHMEDABAD
08.2023 - 09.2023
- Provided assistance in analyzing returns of different fund houses to seniors, for evaluating investment opportunities to make informed decisions for clients
- Use to assist in preparation of investment bifurcations of the different fund houses
- Completed a project on study of Mutual Funds and its Investment Avenue.
- Developed presentations and organized events to promote products or services.
- Supported senior staff members in the completion of complex projects within deadlines.
- Worked with team members to promote great customer service and pleasant work environment.
- Maintained positive working relationship with fellow staff and management.
- Organized client meetings to provide project updates.
