Bijoy Ashrafi

• Contribute to research discussions and policy forums focused on sustainability, financial inclusion, and youth economic empowerment.
• Support financial literacy and community engagement initiatives aligned with SDGs and inclusive development goals.
• Participate in policy dialogue workshops promoting sustainable economic frameworks.

• Conducted structured financial needs assessments by analyzing clients income streams, risk tolerance, and savings objectives to design tailored financial solutions.
• Managed and serviced a portfolio of individual clients, strengthening retention through proactive advisory follow-ups.
• Supported sales performance tracking through systematic documentation, reporting, and lead monitoring.
• Prepared compliance-aligned financial documentation ensuring audit readiness and regulatory accuracy.
• Contributed to business development initiatives aimed at improving client acquisition and retention outcomes.