Dedicated finance professional with a solid foundation in client database management and investment communication. Eager to apply analytical skills and support budgeting efforts to drive organizational success.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Finance Intern
Moneywise Weallth Planners
Pune
12.2021 - 01.2022
Was responsible for maintaing client database of the firm.
Communicating with existing clients regarding new financial investments.
Finance Intern
Four Front Pvt Ltd
Pune
01.2023 - 05.2023
I did entry-level bookkeeping for the firm.
Assisted in the firm's annual audit.
Contributed to the firm's next financial year budgeting.