At Motilal Oswal Financial Services Ltd., I coordinate with HNI clients and internal teams on portfolio-related requirements. I prepare investment updates, portfolio review reports and client presentations, and turn company disclosures and market information into clear client-facing updates.
As a Virtual Assistant, I supported client and business operations through correspondence, inquiry follow-ups and administrative support. I maintained CRM entries and digital records, tracked pending requests, and prepared business documents and presentations.
At Mentrox Advisory Services Pvt. Ltd., I gathered and analyzed company, industry and financial information for research assignments and client deliverables. I reviewed annual reports, financial statements, investor presentations and public disclosures, then consolidated findings into structured summaries and presentation materials.
