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Skills

  • Banking Industry
  • Business Consulting
  • Consultant
  • Management
  • Microsoft
  • Microsoft Visio
  • Microsoft Word
  • Operations Management
  • Retail Sales
  • Software Development
  • Writing

Services

  • Consultant for Banking and Wealth Mgmt

    $20/hr Starting at $100 Ongoing

    Dedicated Resource

    MBA Professional with 9+ years of corporate experience, mostly in Banking, and Wealth management domain across software implementation and business roles Implementation role involved interaction with...

    Banking IndustryBusiness ConsultingConsultantManagementMicrosoft

About

Seeking for freelance opportunities in Banking, Wealth Management / Personal Finance. Available for data analysis opportunities in Excel.

• MBA Professional with close to 9 years of corporate experience, mostly in Banking, and Wealth management domain across software implementation and business development roles
• Implementation role involved interaction with the operations users of banks to gather business requirement and writing solutions to accommodate those requirements in the new product or as customisation
• Business development roles included pitching different Banking and para banking products to HNI clients. Product basket included typical banking products like Loans and Deposits and wealth management products like Mutual funds, Direct Equity, Bonds, Venture Capital funds etc.
• Have developed good understanding on the banking & Wealth management business, operations and its IT implementation
• Have experience working with the bell weathers of Banking and Information Technology in India
• Used MS office suite extensively to represent solutions and deliveries to the stakeholders. Proficient in MS Word, MS excel, MS powerpoint, MS publisher.
• Have used and learnt new tools for doing Quality assuarnace checks like bugzila, JIRA etc

Work Terms

Hours of operation - 15 hours a week
Payment Terms - $20 per hour
Communication method - Mail, Voice call

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