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Sakshi Shinde

Finance associate

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Intro
Mumbai, India
Financial Services
Joined June 9, 2023

Skills

Languages

Hindi
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Fluent
English
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Fluent
Marathi
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Fluent
About
Dealing in a for ( Assets management company) clients Aegon Uk. 1.Working on the clients investment requirements regarding different request like investment in mutual funds various tax savings & pension products or withdrawing there investment. 2. Applying clients funds to various investment options, as per instruction from financial advisor. 3. Placing and order on behalf of clients in leading stock exchange. 4.Obtained training by uk counterparty emails and calls While migration of Aegon process to Money-in- cheque project. 5.Excellents experience of handling business Intelligence tools and Dashboard Reports 6.Skilled at consolidating and analysing financial data 7.Highly Capable of budgeting , Financial forecasting, and Modelling tools.
Experience
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Atos
Jun 2021 – Dec 2022
Navi mumbai
Associate
Investment Associate