ARKA MUKHERJEE
Investment Advisor
Howrah
Summary
Conscientious Investment Advisor with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Due to family problem unable to complete my graduation after that trying to build career as a equity trader, investment advisor, with proper financial solution for clients.
Overview
6
6
years of professional experience
Work History
Investment Advisor
Self Employed Mutual Fund Industries And Life Insurance And Portfolio Management
01.2018 - Current
I'm a investment Advisor also holds NISM certificates and IRDA license . Financial Goal analyzing, Financial Planning, Portfolio Management, Quantitative Equity Analysis, Technical Analysis, Option Trading Strategy,
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Created and executed aggressive investment strategies to increase returns for clients.
Education
Under Graduate - Financial Accounting
04.2001 -
CRTA course from KREDENT Academy On Equity Market on 2016-17
Tally ERP 9 from Tally Academy on 2013-14
Skills
Revenue Generation
undefinedAdditional Information
Idea about digital marketing and campaigning also SEO and content creation
Reading and Listening Music
Like to read about interesting thing related to anything to gather knowledge . like to explore all kind of music genre and vibe with it
Timeline
Investment Advisor - Self Employed Mutual Fund Industries And Life Insurance And Portfolio Management
01.2018 - Current
B.K. Paul Institution - Under Graduate, Financial Accounting
04.2001 -
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