A V

Wealth management professional with 8+ years of portfolio management experience, including portfolio rebalancing and ongoing performance support. Focus on operational improvement across investment workflows. Seeking product management opportunities to apply market and portfolio expertise to product delivery.

VP WEALTH - State Bank of India - Mumbai Metro Region

(2026-08)

• Review portfolio items for accuracy, completeness, and goal alignment.
• Check risk profiling outputs against expected patterns and required standards.
• Validate portfolio documentation details to support clearer decision-making.

Senior Wealth Manager - Bank of Baroda - Mumbai Metro Western Region

(2025-07 - 2026-08)

• Managed portfolio review cycles by running risk profiling and mitigation discussions.
• Directed marketing product guidance workstreams to align priorities and timelines.
• Oversaw portfolio review reporting by consolidating risk profiles for leadership review.

Wealth Manager - Bank of Baroda - Mumbai South Region

(2021-11 - 2025-06)

• Provided investment advisory services with honesty, ethics, and professionalism.
• Developed and applied tailored investment strategies aligned with goals and risk tolerance.
• Reviewed portfolios, rebalanced holdings, and analysed performance outcomes.

Deputy Manager - Kotak Mahindra Bank - Mumbai

(2021-08 - 2021-11)

• Handled customer service requirements, branch banking and Speed and efficiency of service given and enhancement of customer value

Manager, Customer engagement Department - ICICI Prudential Asset Management Company - Mumbai Office – Fort, Mumbai

(2020-12 - 2021-07)

• Posted in Customer Engagement Channel Department in Direct Mutual fund.
• Provide recommendations on latest investments according to the market outlook, suggesting them suitable Funds as per their requirements.
• Organized campaigns & seminars for advertising, brand awareness and product knowledge Majorly into Assets & Fund Management, Mutual Fund Segment, Identify, develop & evaluate investment strategy based on risk and portfolio.

Business Development Manager - Phillip Capital - Mumbai South Region

(2018-07 - 2020-09)

• I was posted in Advisory Relationship Management Group and responsible for corporate relationships.
• Providing Services such as Portfolio Management Services, Securities Lending and Borrowing, Investment Advisory.
• Collaborating with marketing team on standardization, design, and production of marketing materials.
• Develop and present a marketing plan strategy and collaborate with internal and external partners to meet the operational requirements.

MBA - Marketing & Finance - Sri Balaji Society Pune (2018)

B.Com - Accounting - St. Vincent Palloti, Raipur (2016)

Class XII - Commerce - St. Xavier's High School, BSP (2013)

Class X - MHS Convent School (2011)