-Client risk-return analysis under the realm of personal finance. Learnt to distribute financial products as per suitability. Understood the core business operations in distribution businesses and their revenue models. Handled client calls for scheduling meetings, answering queries and follow-ups.
-Adopted digital skills like Google data extraction, poster designing, content creation and social media outreach to generate leads.
-Hosted the company's flagship operation, Investor Awareness Session in corporate-workspaces like, SPAR Head office and Adapt-Nxt Technologies in Bangalore.