Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Related Courses And Trainings
Languages
Timeline
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Ankush Joshi

Summary

Seasoned Senior Team Member with broad experience in team management, project execution, and staff training. Possess strong leadership skills that foster a positive work environment and enhance productivity. Have implemented effective strategies to improve operational efficiency and meet organizational goals. Demonstrated ability to handle multiple tasks simultaneously while maintaining high standards of performance.

Overview

6
6
years of professional experience

Work History

Team Develpor (Wealth Manager)

BA Continuum India Pvt Ltd
01.2022 - Current
  • Provided investment advice to High Net Worth clients(100 millions USD, enhancing portfolio performance.
  • Managed and advised on a diversified investment portfolio exceeding $5000 million, including 50+ equity and debt mutual funds
  • Conducted comprehensive market research to develop personalized investment strategies, enhancing client portfolio performance and aligning with risk tolerance
  • Oversaw portfolio administration, including client presentations and performance reporting.
  • Automated manual reporting processes using VBA, reducing report generation time by approximately 60% and minimizing data entry errors by over approximately 80% .
  • Created and maintained customer-wise portfolios based on risk appetite and market trends.
  • Coordinated with fund managers to analyze investment risks and returns effectively.
  • Utilized Bloomberg and FactSet daily to perform detailed equity and fixed income analysis, delivering timely investment insights that enhanced portfolio performance and supported strategic client recommendations.

Junior Associate (Personal Relationship Manager)

Nuvama Wealth and Investment Limited
01.2019 - 01.2022
  • Company Overview: Formerly Edelweiss Financials Ltd.
  • Interview HNI and Retail clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyzing client investment portfolios and providing tailored guidance as well as recommending asset allocation.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
  • Theoretical knowledge basic calculations like NAV, Alpha ratio, Beta ratio and Sharp ratio.
  • Formerly Edelweiss Financials Ltd.

Education

MASTERS IN BUSINESS ADMINISTRATION - Finance

SHOOLINI UNIVERSITY
Solan
08.2019

BACHELOR OF SCIENCE - Biotech

PUNJABI UNIVERSITY
Patiala
08.2016

12th STD. SCIENCE - Science

GOVERNMENT SENIOR SECONDARY SCHOO
Sanour
03.2012

Skills

  • Investment banking and analysis
  • Portfolio management
  • Equity research
  • Securities and derivatives
  • MS Office proficiency
  • Alteryx expertise
  • SQL programming
  • Attention to detail
  • Team collaboration
  • Data analysis
  • Presentation skills

Hobbies and Interests

  • Trekking
  • Riding
  • Cooking
  • Painting

Related Courses And Trainings

  • NISM VIII
  • Introduction of ESG
  • Retail Trade & Forex
  • Portfolio Management
  • Soft Skills Sales Training

Languages

English
Proficient
C2
Hindi
Proficient
C2
Punjabi
Proficient
C2
French
Intermediate
B1

Timeline

Team Develpor (Wealth Manager)

BA Continuum India Pvt Ltd
01.2022 - Current

Junior Associate (Personal Relationship Manager)

Nuvama Wealth and Investment Limited
01.2019 - 01.2022

MASTERS IN BUSINESS ADMINISTRATION - Finance

SHOOLINI UNIVERSITY

BACHELOR OF SCIENCE - Biotech

PUNJABI UNIVERSITY

12th STD. SCIENCE - Science

GOVERNMENT SENIOR SECONDARY SCHOO

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