Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
6
years of professional experience
2
years of post-secondary education
6
Languages
Work History
Squareyards
Bangalore
Associate Portfolio Manager
06.2022 - Current
Job overview
Developed rebalancing strategies to minimize risk exposures.
Communicated market developments, portfolio changes and annual performance information to clients.
Recommended investment strategies to meet client financial objectives.
Facilitated portfolio performance review and implemented new strategies.
Provided strategy advice to high net worth clients.
Avventura Properties
Bangalore
Marketing Manager
05.2017 - 06.2020
Job overview
Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
Managed workflow between staff, coordinating documents, planning, and creative material distribution.
Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
Utilized market trends and target audience statistics to effectively and appropriately market products.