POOJA KASLIWAL
Nandgaon
Summary
Proven Back Office Executive with a track record of enhancing client portfolios at Value Ethics Pvt Ltd. and Money Plant Consultancy. Expert in document management and report analysis, I excel in multitasking and prioritizing tasks efficiently. Demonstrated ability to learn quickly, achieving significant improvements in client satisfaction and portfolio performance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Back Office Executive
Value Ethics Pvt Ltd.
Pune
09.2022 - 11.2023
1. Content editing and report writing.
2. Financial Instrument Research Analysis.
3. Portfolio Management Analysis.
4. Financial Planning Analysis.
5. Motivational Investing Stories: MF/Stocks 1/2 Pager Report: Need to prepare the MF/Stock report in a simplified language and format.
A 2-Pager on Financial Markets and Personal Finance: Need to prepare existing financial market articles, financial planning, and portfolio management analysis.
Product Analysis, Portfolio Restructuring, Asset Allocation Model, Recommendations, Financial Plan, Client Communication Email, Financial Instrument Hard Core Research: - Debt & Bond Funds - Equity Funds & Stocks - Sector & Theme Analysis - Overall Market Analysis Weekly/Fortnightly & Monthly Newsletters.
Relationship Manager | 06/2019 - 09/2021
Money Plant Consultancy
Pune
06.2019 - 09.2021
- 1. Build and maintain relationships with clients.
- 2. Understand and analyze clients' financial goals.
- 3. Provide investment advice related to mutual funds.
- 4. Monitor market trends and recommend suitable investment options. Like SIP, Lumpsum, SWP, etc.
- 5. Assist clients in making informed financial decisions.
- 6. Do financial planning for them.
Back Office Executive
NR Investment, Aurangabad.
Aurangabad
06.2018 - 05.2019
- 1. Customer Portfolio Management.
- 2. Customer data maintenance in Excel sheets.
- 3. Customer form filling.
- 4. Follow up with the customer.
- 5. Updation of the portfolio based on their current goals.
Education
Master of Commerce
Arts, Commerce, Science College
Nandgaon01-2023
Batchelor of Commerce
M. S. G. College
Nandgaon03-2018
ICSI Foundation (Institute of Company Secretary)
Aurangabad12-2015
HSC.
S.B.E.S College
Aurangabad01-2014
SSC.
V. J High School.
Nandgaon01-2012
Skills
- Document management
- Issue response and resolution
- Report analysis
- Multitasking and time management
- Task prioritization
- Fast learner
- Form Filing
Certification
- NISM VA exam (Mutual Fund)
Timeline
Back Office Executive
Value Ethics Pvt Ltd.
09.2022 - 11.2023
Relationship Manager | 06/2019 - 09/2021
Money Plant Consultancy
06.2019 - 09.2021
Back Office Executive
NR Investment, Aurangabad.
06.2018 - 05.2019
Master of Commerce
Arts, Commerce, Science College
Batchelor of Commerce
M. S. G. College
ICSI Foundation (Institute of Company Secretary)
HSC.
S.B.E.S College
SSC.
V. J High School.
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