Praise John

Experience

• 

  RF EXPORTS

  Mar 2017 - Apr 2017

  Student Intern
• 

  Befree - Finance and Accounting Business Process Outsourcing

  Dec 2019 - Jan 2022

  • Associate - Paraplanner

    Jun 2021 - Jan 2022

  • Associate Executive - Paraplanner

    Dec 2019 - Jun 2021
• 

  Carisma Solutions Private Limited

  Jan 2022 - now

  • Assist financial advisors in preparing financial plans and recommendations for clients• Conduct research on investment options and portfolio construction• Prepare client reports and presentations• Develop and maintain strong relationships with clients• Ensure compliance with regulatory requirements• Training and developing peers and reviewing jobs. • Assist financial advisors in preparing financial plans and recommendations for clients• Conduct research on investment options and portfolio construction• Prepare client reports and presentations• Develop and maintain strong relationships with clients• Ensure compliance with regulatory requirements• Training and developing peers and reviewing jobs.

  • Senior Paraplanner

    Jan 2023 - now

  • Paraplanner

    Jan 2022 - Feb 2023