Akash Paul

Experience

• 

  Mahindra Holidays & Resorts India Limited

  May 2022 - Jun 2022

  Internal Audit Intern

  1. Prepared daily flash reports to provide management with up-to-date information on key performance indicators. 2. Conducted internal audits to assess compliance with company policies and procedures, identifying areas for improvement.3. Collaborated with team members to streamline processes and enhance operational efficiency. 4. Maintained accurate records and documentation for auditing purposes

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  ICICIdirect

  Jun 2023 - Jul 2024

  Senior Relationship Manager

  (1) Managed a portfolio of high net-worth clients, providing personalized financial advisory services to meet their investment goals and objectives. (2) Built strong, long-lasting relationships with clients through regular communication, understanding their financial needs, and offering customized investment solutions. (3) Conducted in-depth financial analysis and market research to identify investment opportunities and risks, providing clients with informed recommendations and strategies. (4) Collaborated with internal teams such as research, product specialists, and operations to deliver comprehensive financial solutions and ensure seamless execution of client transactions. (5) Stayed updated on market trends and regulatory changes to provide clients with timely insights. Show less