At SLA Finserv, I worked with clients to understand their financial goals and recommend mutual fund investments aligned with their risk appetite and investment horizon. I also completed purchases, redemptions, switches, and transfers, and reviewed client portfolios monthly.
At Dr Blal clinical laboratory Pvt ltd, I analyzed and validated data using Excel and Power BI, then created dashboards to communicate findings. At BB Advisory, I trained in technical analysis and learned to interpret forex charts, economic indicators, and market sentiment.
