Adhwaresh A.

Conduct daily client onboarding procedures by collecting and verifying required documentation in line with regulatory requirements. Perform due diligence checks, including risk assessments, to ensure compliance with internal policies and KYC regulations. Maintain and update client records while ensuring confidentiality and accuracy of sensitive information. Utilize strong analytical skills to identify potential red flags and escalate cases where necessary. Communicate effectively with clients to clarify documentation requirements or respond to onboarding-related queries. Pay close attention to detail to ensure all data entered is accurate and complete, minimizing risk exposure.

• Conducted equity research and market analysis using DCF and relative valuation. • Analysed asset-liability matching and managed data collection from surveys and policy forms. • Delivered presentations on investment recommendations to senior management.

o Helped businesses manage their money better and get paid on time o Checked how customers handle their payments to avoid late payments o Sold finance-related software to help companies track their cash flow