Headline

Data Entry & PDF to Excel | Accurate Data Processing | Virtual Assistant l CWM Level 1 | Open to Opportunities in Finance & Wealth Advisory l Finance Support| Web Research | Manual Email Sending

About

I help businesses streamline their operations through reliable virtual assistance, lead generation, and professional client communication support. With experience as a Business Development Executive at Sykes & Ray Equities, I have worked on client coordination, lead generation, and communication processes. I also hold CWM Level 1 certification and have practical knowledge of stock markets, mutual funds, KYC processes, demat account services, and order execution. In addition to my corporate experience, I work as a freelancer on Fiverr, where I have successfully completed client orders related to email handling and administrative support. Open to freelance collaborations and remote projects. Services I can assist with: • Lead generation & research • Client communication & email management • Virtual assistant tasks • Data entry & coordination work • Administrative support If you are looking for a reliable professional to support your business operations, feel free to connect or message me.

Location

Mumbai

Work experience

Marketing Team Member at Sykes & Ray Equities (I) Ltd., Dec 2020 - Sep 2023 · 2 yrs 10 mos, Maharashtra, India

Management Intern at PROSPERO FINANCIAL MANAGEMENT Planner, May 2017 - Jan 2019 · 1 yr 9 mos, parel

Education

Bachelor of Commerce - BCom, Accounting and Finance, D E Societys Kirti M Doongursee College of Arts Science & Commer

Hsc, commerce, Hume High School