MS Excel – Data entry, formulas, pivot tables, charts MS Word – Document formatting, report creation MS PowerPoint – Presentation design and formatting Tally ERP – Basic accounting and bookkeeping Zoho Books – Online accounting and
Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools. Ready to use and develop skills in financial analysis and client advisory in Financial Advisor role.
Investment planning
Client relations
Problem-solving
Insurance decisions
Financial advising
Sales expertise
Sales and marketing
Relationship building and management
Time management
MS Excel – Data entry, formulas, pivot tables, charts MS Word – Document formatting, report creation MS PowerPoint – Presentation design and formatting Tally ERP – Basic accounting and bookkeeping Zoho Books – Online accounting and
Senior Financial Advisor
Business Strategy Reading
Financial Markets And investment
Data Analysis And Excel Modeling
Travel And Cultural Exploration
I’m an enthusiastic learner with a growing passion for the stock market, particularly in options trading and equity investments. Over the past few months, I’ve been actively studying market trends, technical analysis, and strategies like covered calls, spreads, and intraday movements. I regularly follow updates on financial news platforms, track market indices, and participate in mock trading to improve my practical understanding. My goal is to build strong financial literacy and eventually leverage my knowledge in a professional finance or trading environment.
Senior Financial Advisor