Peter Das

Background

About Peter Das

Finding the right investment solution can be difficult in turbulent economic times. I have faced many such situations where my risk assessment strategy have played a key role in the financial decisions of my clients. Deploying innovative strategies and new technologies for companies seeking efficiency and double-digit revenue growth is my priority. I have a proven ability to generate revenue, a terrific team builder, and results-focused business development professional, with a proven track record of success in entrepreneurial to large corporate environments. I look forward to establishing strong ties with companies and organisations that need bold, fresh ideas about financial management. Proposed investment ideas to clients and help clients to reach the end users in the marketing funnel. Worked with Financial Advisors to develop client presentations on the economic outlook. Developed investment strategies to meet clients’ financial objectives in the sectors of Education Management, Real Estate, Liasoning, Power Sector, Event Management, Healthcare and many more. Reviewed available investment options and proposed additional investment options for different companies. Performed rebalancing of funds on a periodic basis. Defined investment policy statements for clients. Assisted in cross-selling financial services. I have assigned work to team members and enforced organisational policies and participated in public speaking engagements to boost brand loyalty. Identifying new business opportunities with clients and reorganising business objectives is an essential part of my previous work. I look forward to meeting your team and discuss an effective strategy for the company.