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ANJANA E P
KANIPPAYYUR P O
Summary
I would like to work in a challenging atmosphere to attempt & achieve the goals in life with achievement and to present my best career to the firm.
Overview
12
12
years of professional experience
Work History
MRA ADVISOR
ADITYA BIRLA CAPITAL
Kunnamkulam
09.2025 - Current
- Developed customized financial plans based on client goals and risk tolerance.
- Provided financial advisory services to clients on investment strategies.
- Analyzed market trends to identify opportunities for client portfolios.
- Conducted regular reviews of client accounts to ensure alignment with objectives.
- Educated clients on financial products and services available through the firm.
- Collaborated with cross-functional teams to enhance service delivery processes.
- Mentored junior advisors on best practices in client relationship management.
- Utilized financial software tools for portfolio analysis and reporting insights.
- Established and supervised peer-counseling and peer-tutoring programs.
- Instructed individuals in job search and application strategies, resume writing and interview skills.
CRE
Kerala Job Hunt
Irinjarakuda
01.2015 - 01.2022
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Achieved cost-savings by developing functional solutions to problems.
- Utilized various software and tools to streamline processes and optimize performance.
Education
SSLC -
Plus Two - Science
B.Sc. - Maths
Skills
- Financial analysis
- Financial planning
- Investment strategies
- Data analysis
- Market trend analysis
- Portfolio analysis
Adhar Card No
329770951949
Disclaimer
I hereby declare that the above mentioned information & details are believable and trustworthy according to my knowledge and belief.
Pan Card No
EJQPA1030R
Personal Information
- Husband's Name: JITHIN BALAN
- Date of Birth: 02/20/95
- Gender: Female
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu, Ezhava
Timeline
MRA ADVISOR
ADITYA BIRLA CAPITAL
09.2025 - Current
CRE
Kerala Job Hunt
01.2015 - 01.2022