Financial Planning at Twocto - Financial Planning (2025-02 – Present)
- Conducted comprehensive client portfolio reviews to assess investment strategies.
- Guided clients in selecting suitable stocks and mutual funds based on individual goals.
- Conducted due diligence on a variety of investments, mainly cryptos, stocks, currencies, mutual funds and Insurance.
- Implemented strategies to increase efficiency of investment planning.
- Educated clients on investment and taxation.
Sr. Investment Advisor at Funds India (2023-03 – 2024-11)
- Conducted client portfolio reviews to assess investment strategies.
- Recommended funds aligned with clients' financial goals.
- Managed portfolios with assets under management of 200 crore.
- Identified clients risk profiles and recommended suitable insurance policies to safeguard income, health, and family finances.
- Maintained management information systems and generated reports.
- Provided exceptional service to clients, addressing inquiries promptly.
- Resolved escalations effectively to ensure client satisfaction.
- Shared timely market updates to inform clients' investment decisions.
- Assisted in preparing presentations summarizing portfolio performance metrics for senior management review meetings.
- Reviewed client portfolio on a regular basis.
- Participated in regular meetings with clients to review performance of existing investments and discuss new opportunities based on
- Advised clients on tax planning strategies related to investments such as rebalancing portfolios.
- Analyzed client portfolios and proposed strategies to optimize returns while minimizing risk.
Assistant Manager at ICICI Prudential AMC (2022-05 – 2023-03)
- Managed National distributor channel to enhance partnership effectiveness.
- Conducted meetings with distributors to strengthen relationships and resolve issues.
- Provided detailed explanations of mutual funds and new fund offers.
- Delivered exceptional service to clients and distributors, addressing inquiries promptly.
- Handled escalations by resolving client and distributor queries efficiently.
- Shared daily market updates with distributors and team members to inform decision-making.
- Guided clients on purchase and redemption transactions to ensure compliance.
- Processed transactions within turnaround time and maintained a monthly management information system for reviews.
Wealth Manager at Twocto (2019-11 – 2022-02)
- Lead a team of five members focused on revenue generation through electronic platforms.
- Serviced clients to enhance satisfaction and address inquiries.
- Analyzed stock market trends to inform trading strategies.
- Demonstrated expertise in Forex, cryptocurrencies, mutual funds, and stock trading.
- Executed purchase and sell orders based on market analysis.
- Managed mutual fund transactions and associated operations efficiently.
- Resolved escalation queries to maintain client trust and loyalty.
- Maintained transaction data in Excel for accurate reporting.
Sr. Financial Advisor at ICICI Prudential Life Insurance (2016-07 – 2019-09)
- Conducted meetings with high-profile clients to discuss investment strategies.
- Advised clients on tax-saving opportunities and investment options.
- Provided insights into share market trends for informed decision-making.
- Managed Standard Chartered Bank and ICICI Securities channels effectively.
- Activated relationship managers to enhance client engagement.
- Focused on acquiring new business opportunities while nurturing existing relationships.
- Addressed customer inquiries promptly to ensure satisfaction.
- Maintained sales database in Excel for accurate tracking of performance.
- Prepared marketing materials highlighting the firm's capabilities in offering comprehensive wealth management services.
- Collaborated with colleagues across multiple business units to develop innovative solutions for clients.
Purchase & Sales Operation at Gloucester Marine Supply (2013-01 – 2016-05)
- Supplied provisions, engine, deck, and cabin stores to vessels.
- Maintained customs and delivery documentation, including invoices for supplies.
- Utilized MS Excel for data management and inventory tracking.
- Conducted direct meetings with ship owners and captains to address needs.
- Marketed services by visiting ship management companies to build relationships.
- Provided answers to product inquiries using current knowledge of promotions.
- Conducted weekly walk-throughs with management to enhance visual displays.
- Worked with coworkers to complete tasks.
