Ganesh Shettar
Investment Relationship Manager (Trainee) - Client Onboarding & Portfolio Support
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About
Detail-oriented MBA Finance graduate with hands-on experience in client onboarding, portfolio support, and financial analysis. Skilled in mutual funds, equity advisory, and KYC compliance with strong expertise in Advanced Excel, financial modeling, and data analysis. Proven ability to interpret financial data, support investment decisions, and enhance customer satisfaction through effective communication and problem-solving.
Experience
Investment Relationship Manager (Trainee) - Bengaluru, India
(2026-01)
Client Onboarding & Portfolio Support
- Manage end-to-end client onboarding for Demat & Trading accounts, ensuring strict KYC verification and documentation compliance.
- Provide advisory support on mutual funds and equity accounts; resolve queries to enhance customer satisfaction and retention.
- Collaborate with internal operations teams for account activation, issue resolution, and process streamlining.
- Maintain accurate client records and track pending requests using Excel dashboards for timely follow-ups.
- Cross-sell financial products based on client risk profiles and assist in basic portfolio tracking, adhering to SEBI guidelines.
Education
MBA - Finance - IFIM College Bangalore (2024 - 2026)
BBA - Kle scoiety college of business administration lingaraj college belagavi (2020 - 2023)
PU - Science - Vidya p hanchinmani pu science college dharwad (2018 - 2020)
School - Asia Karur public English medium school (2018)
