SENIOR ANALYST
Data Analyst
1
How to add details in website- wealth, docs, notes
2
How to fill wealth sheet
3
Looker _ Linking tutorial
4
How to add formula in Looker
5
Sample portfolio tracker
6
How to add log in wealth sheet
7
How to make Income Tree
8
Monthly Auto Reporting
WEEK 1
1
Senior Analyst training module
2
1.2.1A FSA
3
1.2.2 Team Structure
4
1.2.2A Team Structure
5
1.2.2B Team Structure
6
1.2.3 Meeting Tracker
7
1.2.4A KPIs
8
1.2.4B KPIs
9
1.2.4C KPIs
10
Process of Onboarding a client
WEEK 2
1
Advance Tax tutorial (Personal Wealth)
2
Income Tax-Individual FILE
Client Meeting Recordings
1
5AS- Rajeev Sharma
2
App tutorial, goal planning and personal budgeting
3
Business budgeting
4
Business dashboard-Rajeev Sharma
5
Business data from client- Raghbir
6
Business wealth- R V Kannan
7
Investments, Presumptive taxation and Structure-Tarun Kumar Gupta
8
Personal finance-Srived
9
Personal Wealth-Sumit Aneja
10
STIP and EEE-Deepak Jain
11
STRATEGY – Business Dashboard
12
Treasury- Vikram
13
Zero Meeting
App Tutorials (WEEK1)
1
App Tutorial
2
Google-Website
3
How to add new user to our APP
4
How to add vimeo video to app
5
Monthly auto reporting
6
schedule send
7
UFF Tutorial
8
WA API PART 1
9
WA API PART 2