Namrata Behl

Facilitating the advisor practices in US office for financial data comprehension and analysis.

Providing viable solutions to the clients in order to achieve their financial goals as per the timeline.

Cash Flow & Networth analysis to provide investment and retirement recommendations.

Understanding the estate strategy needs and providing possible and viable solutions to help the client reduce their future estate taxes.

Developing financial projections and forecasts to guide investment decisions based on data inputs in financial planning tools such as NaviPlan, Money Guide Pro, Total View, Client Viewer, Morning Star and OFM.

Analysis of financial data and devise comprehensive financial plans for clients to achieve short and long-term financial goals.

Prepared different financial reports of clients investment portfolio.

Assisted clients with budgeting and cash flow, financial and tax planning options, investments( mutual funds, PMS, SIP), retirement and estate planning.

Researched current economic trends and investment opportunities to stay abreast of financial markets and created financial models to analyze and evaluate investment strategies.

Analyzing the customer's investment potential and risk appetite to recommend solution.

Sourcing of mortgages, NTB (New to Bank) customers and other retail asset products like Credit cards & Demat Trading and Loans for the banks.

A strict adherence to compliance, functional & service standards of the bank to customers.

Handling and managing a portfolio of 1300 customer and analyzing there transactional behavior had elevated my understanding of requirement gathering and gap analvsis.

Prepare research based portfolios and provide wealth management solutions.