Research - Product Head

● Preparing Financial plan reports & financial models for HNI clients

● Scenario and ratio analysis, goal planning, Quantitative analysis.

● End to end client handling and managing client investment needs .

● Speaker for financial awareness sessions for Corporates.

● Worked on various projects for analysis and building a product.

● Investment Planning and Portfolio monitoring

● Worked on structuring & planning projects and its output.

● Preparing and maintaining SOPs, trackers and dashboards

● Internal and inter team training on Financial topics

● Preparing financial plan and reports for clients.

● Analysing and summarizing financial performance of clients

● Handling client queries and understanding their needs

● Onboarding new clients on the platform

● Training sessions for partner company and their team

● Preparing decks and presenting presentations to corporates

● Managed and handled Referral Program

● Written blogs on topics relevant to Financial Markets