Mercer

Specialist - Investments

Senior Analyst - Investments

Anand Rathi Wealth Limited

o Managed 45+ accounts of corporate houses, HNI and Ultra HNI clients.
o Evaluated & formulated investment strategies to accelerate return on investments to 12-13% annually.
o Ensured comparability & efficiency by 45% of financial data and reports.
o Escalated 10 portfolio for Inter-House Loan against securities for trading derivatives.
o Completed nominee Audit for 50+ clients & prospects as per market regulations.
o Successfully conducted fundamental & technical analysis of stocks to identify investment opportunities.
o Developed portfolios to minimize portfolio risk by 60% than market risk.
o Created performance analysis, valuation reports and investment reviews for clients having net worth over 180 crores.
o Directly support client’s in monitoring investment’s performance across different asset classes on monthly basis

Executive Trainee

Bank of Baroda

o Inventory management of 10+digital products and coordinated daily business functions.
o Initiated and implemented 30 monthly Digital banking programes to increase sales.
o Engaged with a team of 20 outbound sales representatives of bank branches.

Digital banking intern

UAS International Trip Support

o Formulated sales plan to acquire clients for Increasing Customer Base by 30% Y-o-Y.
o Cross sell general insurance & travel tourism course to 20 clients and generated 60% of targeted revenue.

Sales And Insurance Intern

Mittal & Mittal associates 

o Communicated with 50 personnel to identify problems, create solutions and implement improvements.
o Conducted 6 financial analysis to prepare cost impacts for clients.

Finance Intern

Experienced portfolio management professional skilled in formulating investment strategies, minimizing portfolio risk, and conducting analysis for diverse clients. Proficient in fundamental and technical analysis of stocks, with a track record of developing outperforming portfolio strategies. Committed to providing direct support to clients in monitoring investment performance across various asset classes. Experienced in evaluating comprehensive analysis, conducting structural discussions, and suggesting informed investment decisions for strategic investment planning.

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