Joel Philip

Joel philip

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location of Joel PhilipMumbai, Maharashtra, India
Phone number of Joel Philip+91 xxxx xxxxx
Followers of Joel Philip285 followers
  • Timeline

    Apr 2016 - Aug 2017

    Junior Advisor

    Motilal Oswal Financial Services Ltd
    Dec 2017 - Jan 2019

    Junior Associate

    Edelweiss Financial Services
    Jan 2019 - May 2019

    Assistant Manager

    RedQuanta
    Jun 2019 - Jun 2020

    Senior Data Analyst

    NAILBITER
    Current Company
    Sept 2020 - now

    Manager

    QualSights
    Mumbai, Maharashtra, India
  • About me

    Manager @ QualSights | Data Analysis

  • Education

    • University of mumbai

      2018 - 2020
      Master's degree accounting
    • St andrews college of arts science & commerce st domnic road bandra west mumbai 400 050

      2013 - 2016
      Bachelor's in accounting and finance accounting and finance a

      Activities and Societies: Event coordinator, Show host

  • Experience

    • Motilal oswal financial services ltd

      Apr 2016 - Aug 2017
      Junior advisor

      Key Responsibilities Include• Ensuring the reactivation of clients of Franchisees of Motilal through Trading & Investing.• Heavily Involved with Quarterly Quality Training due to consistently Great Quality Scores.• Responsible for contributing to High brokerage Numbers.• Responsible for selling Investments Products (Won Awards For Most Mutual Funds Punched)

    • Edelweiss financial services

      Dec 2017 - Jan 2019
      Junior associate

      Key Responsibilities Include• Make sure the clients are on a path of wealth accumulation.• Ensuring that the financial goals of the client and the Strategy to achieve the goals are aligned.• Selling Investment Products like Mutual Funds & Insurance. (Was Consistently the Highest performer in Mutual Funds)• Dealing with High Net Worth Individuals and selling Wealth Products• Taking up a Leadership role ensure the completion of projects• Training of Individuals in salesDue to The Consitently Good Performance, I was nominated for The Customer Titan Award Show less

    • Redquanta

      Jan 2019 - May 2019
      Assistant manager

      Key Responsibilities Include• Ensuring the completion of the project on time• Analysing the results of the research• Presenting the findings as well as a SWOT Analysis to the client• Help in Revising the Standard Operating Procedures for More Efficiency• Co-ordinating between Multiple teams for the smooth functioning of the project• Going on Client Meets to Sell Product

    • Nailbiter

      Jun 2019 - Jun 2020
      Senior data analyst

      Key Responsibilities Include• Cleaning and streamlining the data• Analysing the data based on the need of the client• Completing the task related to the specific project• Training the new employees so that they are able to hit the ground running• Helping the with the Quality Analysis of the project• To decode the process of a customer journey from start to finish

    • Qualsights

      Sept 2020 - now

      Key Responsibilities Include• Assisting the Tech team with developments based on requirements• Doing trend Analysis for each project• Managing Multiple projects and ensuring completion• Co-ordinating with Multiple teams to ensure smooth functioning of the project• Training of new employees Key Responsibilities Include• Going through the data of every project• Ensuring there are no errors in data • Ensuring that the data makes sense and can be further used in an Analysis• Analysing the data which helps come to logical conclusions• Training New employees and teaching them the process• Co-ordinating with Multiple teams for various purposes• Helping in the visual representation of the data

      • Manager

        Mar 2022 - now
      • Senior Data Analyst

        Sept 2020 - Jun 2022
  • Licenses & Certifications

    • Mutual funds, cash & derivatives

      National institute of securities markets (nism)
    • Presenting data effectively to inform and inspire

      Linkedin
      Sept 2023
      View certificate certificate