Oraina Dsouza
IES\'s Management College and Research Centre (IESMCRC)
- Role
- Assistant Financial Planner at State Street
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Oraina Dsouza
Currently supporting ICSD and US Mandatory Corporate Action events, with responsibilities…
Experience
Assistant Financial Planner
Feb 2024 — Present · Mumbai, IN
Roles and responsibilities:1. Assisted in the creation of financial plans, ensuring proper alignment with clients’ goals and objectives.2. Organized client meetings and presentations, effectively communicating complex financial concepts in an easy-to-understand manner.3. Presented financial plans and investment recommendations to clients.4. Educated clients on potential risks and rewards associated with various investments.5. Recommended specific investments to help clients meet their financial goals.
Education
Our Lady Of Nazareth High School And Junior College
SSC
IES's Management College and Research Centre (IESMCRC)
Master of Business Administration - MBA
2022 — 2024
St. Francis D'Assisi High School - India
Junior College, HSC
2016 — 2018
Sydenham College of Commerce and Economics
Bachelor of Commerce - BCom
2018 — 2021
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.