Marketing and Finance Intern
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.
03 Apr 2023 - 01 Jun 2023
