Aritra Banerjee
About Candidate
To get an experience that will add value to my team and my profile and an opportunity to learn and work with perfection.
Education
Work & Experience
Product and Services:-- • Financial Planning • Mutual Funds • PMS • Life Insurance • Bonds and NCDs • Corporate FD • NPS Work Profile:-- • Portfolio management of HNI clients and financial planning. • Provide solutions to Customers Financial needs through Financial Investment Advisory • Advise clients on their product requirement to maximize their investments • Analysis of Investment Profitability. • Risk assessment of investments. Using tools like Beta, Sharp Ratio, Alpha. • Comparative analysis of various investment options and financial instruments. • Market feedback viz. new product, pricing, and competitor's activity.
Product and Services:-- • Mutual Funds • Life Insurance • Direct equity and Derivatives • Bonds and NCDs • Corporate FD • PMS • Advisory Services • NPS Work Profile:-- • Manage financial needs of mass affluent segment • Provide solutions to Customers Financial needs through Financial Investment Advisory • Advise clients on their product requirement to maximize their investments • Develop new relations through referencing & other sources • Market feedback viz. new product, pricing, and competitor's activity
• Technical Analysis of stock market • Organized event on Share market and client meeting for spreading awareness about share market • Used Odin software • Pivot Point analysis