Riya Rai

Employed as a Financial Analyst at Wipro with Bloomberg project.

Key Responsibilities as an Analyst-

• Supporting comprehensive financial analysis, preparing financial statements and reports, and conducting portfolio analytics and performance reporting.
• Deliver effective technical support for the process, proactively resolving client issues directly or by timely escalation to ensure process SLA compliance.
• Utilize research skills to gather, analyze, and interpret market and financial data while working with financial products such as shares, bonds, and funds.
• Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

SIP Project Area: Investigating the elements that contribute to Sales of Equity Mutual Funds in Bihar Using the Fuzzy AHP Technique.

• Key Learnings:
• Fund Management, Market Analysis and Sales, Client Services, Professional Networking
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.