Mamta - Investment Adviser with 5+ years of client management and financial advisory experience

Built and maintained strong client relationships across multiple roles, ensuring client retention and business growth.

Prepared reports based on fundamental and technical data to assist investment decisions.

Developed professional communication skills through client interaction and documentation tasks.

Created PowerPoint presentations, worksheets, and visual aids for client engagement and training.

Connecting with customer and advising for investments in mutual funds stock market, Created PowerPoint presentations, worksheets, and visual aids for better understanding of the customers

Managed policy sales, client servicing, and documentation, Gained professional communication and client management skills, Developed an understanding of corporate work culture and teamwork