Motivated and results-driven professional seeking an opportunity to apply strong problem-solving, communication, and leadership skills to contribute to the success of a dynamic organization. Eager to grow within a collaborative environment, leveraging my expertise and passion for continuous learning to achieve both personal and organizational goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Equity Advisor
Motilal Oswal Financial Services Limited
Kolkata
07.2024 - Current
Developed strategies to maximize returns on equity investments while mitigating risk.
Conducted due diligence on potential investments in order to assess their suitability for clients' portfolios.
Monitored the performance of existing equity investments and recommended changes as needed.
Advised clients on tax-efficient investing strategies to minimize capital gains taxes.
Participated in client meetings to discuss current investments and provide educational materials about different types of equity products available.
Attended conferences and seminars related to the equity markets to remain informed of sector news and trends.
Equity Advisor Intern
Motilal Oswal Financial Services Limited
Kolkata
03.2023 - 08.2023
Assisted customers in selecting appropriate products to meet their needs and preferences.
Maintained current knowledge of the company's products, services, promotions, and pricing.
Worked with other team members to ensure customer satisfaction.
Developed relationships with customers through follow-up calls or emails after sales were completed.
Barista
Cafe Coffee Day
Kolkata
01.2023 - 03.2023
Operated cash registers to process customer payments.
Stocked shelves with ingredients needed to make coffee drinks.
Described menu items to customers and suggested appealing products.
Utilized POS system to receive and process customer payments.