Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
CustomerServiceRepresentative

Bhawna Ghosh

Kolkata

Summary

A management professional with 1.6 years of experience working in financial management and planning and having hands on OMNI and fundexpert CRM. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Planner

Paisa Invest
Kolkata
09.2021 - Current
  • Determine clients current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.My work also includes as following
  • Financial Analysis
  • Financial modeling
  • Risk Analysis
  • Managing CRM software like OMNI, Fund Expert, BSE star MF.
  • Research
  • Pitch deck
  • Coordinating with digital marketing team.
  • Ms Excel and PowerPoint

Education

Master Of Business Administration - Finance

Bengal Institute of Business Studies
Kolkata
07.2022

Bachelor Of Computer Applications - Computer Application

Techno India University
Kolkata
07.2019

Skills

  • Financial planning
  • Retirement needs
  • Problem-Solving
  • MS Office
  • Financial modeling
  • Financial markets
  • Financial report analysis
  • Financial performance understanding
  • Understanding of financial arrangements
  • Financial software
  • Financial analysis
  • Calculations and analysis
  • Financial research
  • Financial and operational reporting

Certification

  • Chartered Wealth Manager (AAFM)
  • Investment Adviser (NISM X-A)
  • SAP ABAP Programming (SAP ERP 6.0) - SAU
  • Financial Risk Analysis- Great Learning

Languages

English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Bengali
Beginner (A1)

Timeline

Financial Planner

Paisa Invest
09.2021 - Current

Master Of Business Administration - Finance

Bengal Institute of Business Studies

Bachelor Of Computer Applications - Computer Application

Techno India University

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Bhawna Ghosh