Abiksha Ashok
Thiruvannamalai
Summary
Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
3
3
years of professional experience
Work History
Senior Executive
Cholamandalam MS General insurance Company
Chennai
11.2024 - Current
- Assisted in the development and implementation of renewal processes for clients.
- Performed outreach activities such as calls, emails, or surveys to gather feedback from customers regarding their renewal experience.
- Resolved customer complaints regarding sales and service.
- Managed communications between internal departments throughout the duration of each client's renewal cycle.
Executive
JM Financial Services Ltd
Chennai
09.2023 - 07.2024
- Researched and recommended investment opportunities and products that align with clients' financial objectives
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.
Financial Services Executive
SRS
Chennai
06.2022 - 07.2023
- Provided ongoing financial advice and adjustments in response to life changes, market fluctuations, and economic trends.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
Education
Bachelor of Science - Chemistry
SSS Arts And Science College
Arcot04-2022
Skills
- Advising on investments
- Investment planning
- Stock market expertise
- Mutual funds
- Managing wealth
Languages
Tamil
First Language
English
Advanced (C1)
C1
kannada
Advanced (C1)
C1
Timeline
Senior Executive
Cholamandalam MS General insurance Company
11.2024 - Current
Executive
JM Financial Services Ltd
09.2023 - 07.2024
Financial Services Executive
SRS
06.2022 - 07.2023
Bachelor of Science - Chemistry
SSS Arts And Science College
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