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Aishwarya Khatke
Bhopal
Summary
Seasoned Manager with broad experience in both team leadership and project delivery. Possess strong strategic planning abilities, coupled with the capability to coordinate operational initiatives for maximum efficiency. Proven track record of driving process improvements, enhancing productivity, and implementing innovative solutions. Skilled in building strong relationships across all levels of an organization to achieve business goals.
Overview
7
7
years of professional experience
Work History
Manager Research
Choice Wealth Pvt Ltd
Bhopal
08.2025 - Current
- Oversaw research and product strategy to maintain quality and consistency across all deliverables.
- Ensured high standards for research outputs through effective design, content and presentation.
- Coordinated task allocation and accountability within research team for timely project completion.
- Led the research and product team, maintaining disciplined execution of priorities.
- Managed comprehensive training on products for sales teams, ensuring effective scheduling and communication.
- Guided onboarding of new interns, familiarizing them with wealth ecosystem and task management.
- Collaborated with internal sales and marketing teams to align research materials with business needs.
- Developed in-house AI tool to automate investment proposal processes, enhancing client experience.
Assistant Manger - Research
Choice Wealth Pvt Ltd
Bhopal
04.2023 - 07.2025
- Supported HNI and UHNI clients during onboarding and query resolution, while facilitating internal training on workflows and compliance.
- Supported RMs in resolving operational queries and escalations related to PMS and AIF transactions.
- Conducted quarterly portfolio reviews for ultra HNIs, HNIs, NRIs, and retail clients, aligning portfolios with market trends.
- Developed detailed analyses of investment performance, portfolio attributes, and benchmark composition.
- Pioneered development of an automated retail advisory tool utilizing quantitative models to enhance advisory efficiency.
- Researched stock market trends and economic forecasts to inform tailored portfolio strategies.
- Created marketing collaterals using Canva, including brochures and presentations for PMS and AIF campaigns, to effectively communicate product offerings.
- Provided backend support for PMS and AIF operations across Pan-India branches, enhancing documentation accuracy and RM coordination.
Finance Intern
IIFL Securities
Bhopal
05.2019 - 08.2023
- Analyzed mutual fund product market dynamics and investor behavior to inform strategy.
- Contributed to client segmentation and lead generation initiatives, identifying key opportunities.
- Facilitated mutual fund sales efforts by delivering targeted pitches to prospective clients.
Research Analyst
Choice Wealth Pvt Ltd
Bhopal
10.2020 - 04.2023
- Developed and implemented a risk-reward analytics tool to accurately gauge the performance matrix of mutual fund schemes, resulting in a 5-star score for 1800+ mutual funds.
- Conducted in-depth analysis of the mutual fund industry, evaluating tools and performance across distinct categories and asset classes using over 10 parameters.
- Prepared tailored monthly mutual fund recommendation sheets for internal employees, CBAs, clients, and sub-brokers to support informed investment decisions.
- Developed a mutual fund calculator with 95% accuracy for internal employees and sub-brokers to enhance portfolio visibility and risk mitigation.
- Created standard investment baskets for individual clients, delivering 20-year plans aligned with targeted risk levels and expected returns.
- Conducted extensive research and analysis of fixed income products like bonds, achieving a 70% deal closure rate for HNI clients.
- Facilitated responses to qualitative queries from external investors, enhancing their understanding of investment options.
- Researched, wrote, and edited comprehensive blog posts on personal finance topics.
- Proficient in BSE Star MF operations and Morningstar Advisor Workstation.
Education
MBA - Finance & Marketing
Institute of Professional Education and Research (IPER)
Bhopal07-2020
Bachelor of Commerce - Advertising
Sarojini Naidu Govt. P.G Girls (Autonomous) College
Bhopal07-2018
Higher Secondary - Commerce
Mother Teresa Sr. Sec. Co-Ed School
Bhopal05-2015
Skills
- Research strategy development
- Data visualization techniques
- Portfolio management
- Client relationship management
- AI development
- Advanced Excel proficiency
- Training and development programs
- Team leadership
Accomplishments
- Star Performer of the Month - Q1 - 2025
- Star of the Month (Employee of the Month), 06/01/23
- Star of the Month (Employee of the Month), 04/01/21
Professional Courses
- Mutual Fund Distribution Certificate Examination, NISM-Series-VA, 26/03/26
- Research Analyst Certificate Examination, NISM-Series-XV
Timeline
Manager Research
Choice Wealth Pvt Ltd
08.2025 - Current
Assistant Manger - Research
Choice Wealth Pvt Ltd
04.2023 - 07.2025
Research Analyst
Choice Wealth Pvt Ltd
10.2020 - 04.2023
Finance Intern
IIFL Securities
05.2019 - 08.2023
MBA - Finance & Marketing
Institute of Professional Education and Research (IPER)
Bachelor of Commerce - Advertising
Sarojini Naidu Govt. P.G Girls (Autonomous) College
Higher Secondary - Commerce
Mother Teresa Sr. Sec. Co-Ed School