Akshat Saxena
Intern @Angel One
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WORK HISTORY
Intern @Angel One
Bhopal, IN
As an intern at Angel One Limited, I am actively involved in supporting the financial advisory team, contributing to the development of tailored investment strategies, and conducting in-depth market research. My role encompasses a variety of tasks aimed at enhancing client satisfaction and ensuring compliance with industry regulations.Key Responsibilities:Assisting in the development and execution of personalized financial strategies and investment plans for clients.Conducting detailed market research and analysis to support senior financial advisors in making informed decisions.Participating in client meetings and presentations, providing support and handling client inquiries effectively.Managing and updating client portfolios, ensuring accuracy and compliance with regulatory standards.Preparing comprehensive financial reports and investment summaries for clients.Collaborating with team members on projects aimed at improving service delivery and client outcomes.Utilizing financial software and tools to analyze market trends and generate actionable investment insights.Streamlining the portfolio management process, resulting in a 20% reduction in update times and improved accuracy.
EDUCATION
University of Hull
Master of Science - MS, Finance and Financial Management Services
Jagran Lakecity University
Bcom Honours, Business, Management, Marketing, and Related Support Services
ABOUT AKSHAT SAXENA
With a Bcom Honours from Jagran Lakecity University, my journey in business and marketing has been diverse, culminating in co-founding Septune, an acclaimed Indian electronic dance music duo. Our music resonates globally, with official releases and features on prominent platforms like BBC Radio Asian Network, reflecting a marriage of artistic creativity and strategic marketing acumen. Our team\'s organic reach of over half a million streams is a testament to our marketing strategy and social media prowess. Beyond the stage, my experience as a Senior Customer Support Executive at TaskUs honed my skills in customer satisfaction, reinforcing my commitment to excellence in every facet of professional engagement.
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