Tanvi Manta

1+ year of work experience

Oct 20259 mosPresent

On-site

Supporting an Australian financial advisory practice in delivering compliant and client-centric financial planning solutions across 30+ client portfolios. Managing front-end client coordination, handling daily client interactions, fact-finding, and data collation to ensure accurate and timely advice delivery. Assisting in the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs) for multiple clients in line with regulatory requirements. Contributed to investment and portfolio analysis, risk profiling, and cash flow and budget assessments for diverse client scenarios. Gained hands-on exposure to superannuation, investment strategies, and personal insurance solutions (Life, TPD, Income Protection, Trauma) across varied client needs. Maintaining client records and ensuring accuracy in data and documentation ensuring high accuracy and compliance standards for 20+ clients every month. Supporting financial advisers in strategy implementation and efficient client service delivery.

May 20243 mosJul 2024

On-site

Conducted in-depth financial analysis of Himachal Pradesh State Cooperative Bank, evaluating key performance indicators including profitability, liquidity, and asset quality. Performed ratio analysis and interpreted financial statements to assess operational efficiency and financial stability. Identified trends, strengths, and potential risk areas through historical data analysis, supporting informed decision-making. Developed insights and recommendations to enhance financial performance and strategic planning. Evaluated the bank’s contribution to regional economic development and its role in supporting local communities. Prepared comprehensive financial reports and presented analytical findings to support stakeholder understanding.