Marketing and Finance Intern

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Poshway Consultants

Sales of Life Insurances and Mutual Funds.
Wealth Management using the Virtual CFO of the Company.
Designed Interactive Dashboards on MS Excel on data consisting of Yearly sales, Manager, Location, and Product of a store.
Gained knowledge about Mutual Funds and Life Insurances.
Ratio analysis of Starbucks corporation.
Financial Analysis of Different companies
SWOT Analysis of the company.
Summarized Mutual fund factsheet-Axis Small Cap Fund and Quant Small Cap Fund.
Portfolio analysis of different clients and suggested to them better quotations for life insurance and mutual funds.
Regular Follow-up of customers pitched.