At TRUST GROUP, I manage retail clients through the bond and NCD sales cycle, from client acquisition to deal closure. I explain investment terms and risks, negotiate pricing, and support deal execution.
I also complete KYC and documentation, prepare cash flow details for bond investments, and review client portfolios. Studying the business models and financials of companies raising money through NCDs has helped me explore how businesses and industries work.
During my Finance Intern role at India Infoline Finance Ltd (IIFL), I studied fundamental analysis and financial ratios, spoke with prospective clients, and helped convert them into customers. I opened 15 Demat accounts in three months and coordinated the team's client outreach as a Team Leader.
