ABY MUPATHIYIL SCARIA
FINANCIAL INVESTMENT ADVISOR
Vasco da Gama,KL
Summary
Financial Advisor with 7+ years of experience providing comprehensive investment guidance. Skilled in reducing financial risk and increasing returns. Outstanding customer service and communication skills.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
Work History
OPERATIONS HEAD
BANK OF BARODA - A GOVERNMENT OF INDIA UNDERTAKING
07.2016 - Current
- Developed detailed financial plans tailored to individual client goals
- Integrated personalized investment strategies, risk management, and wealth-building techniques to optimize outcomes and meet long-term objectives
- Conduct comprehensive reviews of existing investment plans, promptly identifying and addressing modified client needs and adapting strategies in response to dynamic changes in the financial markets
- Facilitating the arrangement of insurance policies, coordinating necessary paperwork, and guiding clients through the selection process to secure suitable coverage
- Analyzing market trends and financial data to make informed recommendations on the timing and execution of stock and bond trades for optimal portfolio performance
- Collaborating with a network of specialized organizations, referring clients to obtain additional financial services outlined in their comprehensive financial plans
- Conducting thorough due diligence on prospective M&A opportunities, evaluating financial implications and potential risks to inform clients' decision-making processes
- Provide expert advice to corporate clients on financing solutions and plans, considering their financial needs, business objectives, and market conditions
Education
Bachelor of Technology in Computer Science and Engineering (BTech CSE) -
Mahatma Gandhi University, Kerala
06.2008 - 05.2012
Post Graduate Diploma in Social Work - undefined
Indian Institute of Skill Development Training
06.2021 - 05.2022
Skills
Job Title
FINANCIAL INVESTMENT ADVISOR
City
Vasco da Gama, Pin : 403802
Nationality
INDIAN
Extra Education
- Participated in the inter school competition for 100 m race
- NCC C certificate with A grade holder
Personal Information
- Date of Birth: 12/27/1989
- Nationality: INDIA
References
Mr.Prashant P Shinde, Head of the Department, Bank of Baroda, 8806122722, Prashant.shinde@bankofbaroda.com
Timeline
Post Graduate Diploma in Social Work - undefined
Indian Institute of Skill Development Training
06.2021 - 05.2022
OPERATIONS HEAD
BANK OF BARODA - A GOVERNMENT OF INDIA UNDERTAKING
07.2016 - Current
Bachelor of Technology in Computer Science and Engineering (BTech CSE) -
Mahatma Gandhi University, Kerala
06.2008 - 05.2012
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