Investment Executive

Investlogical  •  Full time  •  Pune

2024-07-01  –  2025-05-31

Industry: Financial Services

As an Investment Executive at a dynamic startup, I have successfully managed various aspects of investment analysis, client relations, and financial planning. My key responsibilities and achievements include: <br> <br>- Investment Analysis: Conducted over 10 research reports on equity, mutual funds, and industry trends, providing valuable insights for investment decisions. <br>- Financial Planning: Created a comprehensive financial planner for a client and provided retirement and goal planning calculations for the company's financial planning website. <br>- Client Services: Addressed enquiries by clients related to equity scripts, created the company's client database with 300+ entries to streamline client information for potential investments opportunities. <br>- Content Creation and Social Media Marketing: Managed 8 newsletters, 12 YouTube uploads, and contributed to the production of 1 video, improving client engagement and education. <br>Additionally, Increased Instagram activity by 20,000+ in 3 months, significantly boosting brand visibility. <br>- Recruitment: Interacted with 20+ potential candidates for the Client Success Executive role, aiding in talent acquisition.