Experience

NS Wealth Solution Pvt ltd

• India
• Financial Services
• 1 - 100 Employee

• Operations Executive

  • Sep 2020 - Present

  Vita, Maharashtra, India ~ Execution of Financial Plan - Executed 50+ Financial Plans by taking Buy-Sell investment actions in stocks, mutual funds, debentures and bonds etc. ~ Co-ordinate with financial planners to understand financial plan, investment plan and proposed actions. ~ Co-ordinate with clients to execute his financial/investment plan. ~ Handling client queries such as explain financial plan, explain portfolio reports, check errors in reports, train them on investment portal/App etc. ~ Data… Show more ~ Execution of Financial Plan - Executed 50+ Financial Plans by taking Buy-Sell investment actions in stocks, mutual funds, debentures and bonds etc. ~ Co-ordinate with financial planners to understand financial plan, investment plan and proposed actions. ~ Co-ordinate with clients to execute his financial/investment plan. ~ Handling client queries such as explain financial plan, explain portfolio reports, check errors in reports, train them on investment portal/App etc. ~ Data Management - Keep and track transactions reports, prepare portfolio reports, update meeting calendar and client master data sheet. ~ Data Entry - Basic information, Income/Expenses, Investments, Insurance, Goals, Loans etc. Show less



PwC Switzerland

• Switzerland
• Professional Services
• 700 & Above Employee

• Power BI Virtual Case Experience

  • Nov 2022 - Jan 2023

  During this Internship I have completed 4 task and for the same follow below process:- 1) Data Understanding Process 2) Data Cleaning 3) Finding Insights and Solutions 4) Create Model and demo on rough paper 5) Data Uploading on Power Bi 6) Data Modeling and Transform data 7) Create Measure Using Advance Dax formulas 8) Made different charts like Line, Pie, Bar/Column, Clustered, Line and Combined Chart 9) Uses of KPI Cards, Shapes Slicers and Bookmarks. 10) Row… Show more During this Internship I have completed 4 task and for the same follow below process:- 1) Data Understanding Process 2) Data Cleaning 3) Finding Insights and Solutions 4) Create Model and demo on rough paper 5) Data Uploading on Power Bi 6) Data Modeling and Transform data 7) Create Measure Using Advance Dax formulas 8) Made different charts like Line, Pie, Bar/Column, Clustered, Line and Combined Chart 9) Uses of KPI Cards, Shapes Slicers and Bookmarks. 10) Row Level Security Show less