
Priyanka Khanna
Upper Management / Consulting
Services offered
Experienced Research Analyst with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Financial Risk, Corporate Finance, Quantitative Analytics, and Financial Analysis. Strong Analytical professional with a Master of Business Administration focused in Finance, General from Ansal university.
Experience
Senior Analyst
Client Associates, Gurgaon
1)Financial Planning , Portfolio Strategy and Reporting
2) Opportunity driven changes in client's existing portfolio based on Asset Allocation team's recommendations across – MFs ,PMS , AIFs.
3) Active Interaction with clients for business Development
4) Day to day documentation for Investment, switches, redemptions, SIP building, STP and SWPs in MFs, Opening PMS accounts, AIFs and intermediary changes in the same. 5)Conducting training for changes in the Operational efficiency amongst the team.
5) Addressing to client queries in the shortest time possible.
6)Running various stress tests on securities for building up customized portfolios
Education
MBA: Applied Finance
Ansal University - Gurgaon
Certificate in Research And Trading Analysis: Research And Trading
Kredent Academy - Kolkatta
Personal Financial Management & Wealth Management
Kredent Academy - Gurgaon, HR
BBA: Business Administration
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