Ankita Parihar
Mumbai
Summary
Proficient and result driven financial professional with over 5 years of experience in Mutual Fund analysis, financial planning, investment advising. Skilled in gathering interpreting and presenting complex data to support startegic decision making. Proven ability to work collaboratively in fast-paced environments, delivering high-quality results under tight deadlines.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Product Development
Tata Asset Management Private Limited
11.2022 - Current
- Composing material to offer insights on ideas connected to the product or market
- Creating external marketing materials to increase sales, such as mutual fund brochures, topic presentations, macro presentations, and presentations on mutual funds
- Creating materials for internal communication to provide the sales force more tools
- Creating presentations for the investing team that include market, mutual fund, and economic analysis
- Choosing asset managers and products by responding to national and international RFPs, DDQs, and survey requests that are utilized by distributors, consultants, and institutional investors
- Creating insights and analyses of the market, economy, and investments from a marketing standpoint and assisting with sales
- Working together to develop and assess new mutual funds and concepts for mutual funds
- Coming up with product concepts based on market and industry trends.
Investment Product- Insurance Research, Financial Planning
Motilal Oswal Financial Services Limited
08.2020 - 08.2021
- Prepare research report of market and competitors updates, quarterly results or any other industry changes
- Responsible for content writing and research of various Insurance Products
- Financial Planning and Insurance Proposals for HNI and Ultra HNI Clients
- Support sales, advisory team and business partner regarding insurance products and regular business updates on a monthly basis
- Coordinating with digital marketing team for the creating marketing templates and web portal design for online Investment.
Investment Product -Senior Advisor
Motilal Oswal Financial Services Limited
11.2017 - 07.2020
- Managed Clients’ risk through implementation of a diverse portfolio including investment products like PMS, Mutual Fund, Private Equity Funds and Insurance
- Assisted 350+ clients, regular updates on existing investment and educating them about new investment opportunities
- Trained and mentored over 6 new investment representatives to become successful advisors
- Provided clients with financial advice and recommendations of products and services based on client specific needs.
Education
Chartered Financial Analyst- Level 2 -
CFA Institute
05-2023
Bachelor of Accounting & Finance -
V.E.S College
Mumbai01.2017
Skills
- Decision Making
- Good listening skills
- Flexible
- Strong communication
- Microsoft Office
- Data collection and analysis
- Qualitative Research
- Performance Analysis
Certification
- NISM VA
- IRDA- Insurance Certification
Accomplishments
- GEM Award- March 2021- Motilal Oswal Financial Services
- Super Achiever Award- Motilal Oswal Financial Services
Languages
- English
- Hindi
- Marathi
- Gujarati
Timeline
Product Development
Tata Asset Management Private Limited
11.2022 - Current
Investment Product- Insurance Research, Financial Planning
Motilal Oswal Financial Services Limited
08.2020 - 08.2021
Investment Product -Senior Advisor
Motilal Oswal Financial Services Limited
11.2017 - 07.2020
Chartered Financial Analyst- Level 2 -
CFA Institute
Bachelor of Accounting & Finance -
V.E.S College
- NISM VA
- IRDA- Insurance Certification
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