Anushka Chaturvedi
Account Manager
Mumbai
Summary
Dynamic Account Manager at Stratmore Wealth Private Limited, adept at client onboarding and portfolio management. Proven track record in enhancing performance metrics and fostering client trust. Skilled in financial reporting and team training, I excel in operational coordination and effective communication, driving successful outcomes in high-value investment environments. Personable and dedicated professional with solid foundation in customer relations and project coordination. Possesses understanding of client management techniques and excels in communication and problem-solving. Focused on driving client satisfaction and fostering positive business relationships.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Account Manager
Stratmore Wealth Private Limited
Mumbai
12.2023 - 03.2025
- Streamlined financial services delivery for high-value individual portfolios
- Provided comprehensive support for client accounts, ensuring successful onboarding and continuous management
- Created performance metrics by comparing client portfolios with industry standards
- Developed bespoke presentations for client meetings
- Fostered transparency and trust in client interactions across all stages of investments
- Ensured accuracy in completing required procedures for transactions and compliance
- Maintained strong working relationships with AMC RMS and coordinated to resolve operational issues effectively
- Trained and mentored new joiners, standardizing knowledge transfer and operational excellence
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
Investment Banking Analyst
Polymath Advisors
Mumbai
06.2022 - 09.2022
- Got to collect data, prepare reports, research trends, analyze performance impact, create financial models, and forecast results
- I get the opportunity of contributing to the documentation of processes and the implementation of strategic plans
- All the funding details, annual revenue, total valuation, business model, company stage of the deals we got assigned
- Analyzed market trends and industry data, identifying emerging opportunities for new investments or divestitures.
- Prepared detailed investment memoranda for senior management, effectively communicating the risks and rewards of potential deals.
- Assisted in preparing presentations for investors detailing historical performance trends and future growth projections based on rigorous research methodologies.
- Performed competitive benchmarking analyses comparing the performance of subject companies against industry peers.
Education
MBA - Global Financial Market
Bombay Stock Exchange Institute Limited
Mumbai 06.2021 - 05.2023
B.Com - Commerce
Thakur College of Science And Commerce
Mumbai 06.2018 - 05.2021
Skills
- Client onboarding
- Portfolio management
- Performance analysis
- Financial reporting
- Regulatory compliance
- Data analysis
- Customer relationship management
Personal Information
Certification
Advanced Certificate Programme in International Trade from Exim Institute
Activities
- Managed an event for the college fest called 'Paryavaran Mitravat' for the year 2019.
- Managed an event for the college fest for accounts & finance department called 'Acconte' for the year 2020.
- Visited Municipal School Kandivali to spread awareness regarding hygiene in the year 2020.
Timeline
Account Manager
Stratmore Wealth Private Limited
12.2023 - 03.2025
Investment Banking Analyst
Polymath Advisors
06.2022 - 09.2022
MBA - Global Financial Market
Bombay Stock Exchange Institute Limited
06.2021 - 05.2023
B.Com - Commerce
Thakur College of Science And Commerce
06.2018 - 05.2021
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