AVEE SAROYA
Gurgaon
Summary
Dynamic professional with a proven track record at ICICI Bank Ltd, excelling in investment advisory and portfolio analysis. Demonstrated expertise in client acquisition and retention, achieving a 50% expansion in client base. Adept at strategic planning and stakeholder engagement, driving impactful financial solutions and fostering strong customer relationships.
Overview
4
4
years of professional experience
Work History
Program Associate
The Nabha Foundation
Nabha
02.2019 - 02.2020
- Managed 2 primary projects of The Nabha Foundation:-
- Drug Awareness Program. In the Nabha block including Nabha town and 174 surrounding villages to help identify addicts and further guide them to achieve complete deaddiction through awareness activities and referrals to the Govt. Hospital, Nabha.
- Water Supply and Town Sanitation Program. Executed in collaboration with the Thapar Institute of Engineering and Technology and State Govt. to cover the Nabha block, town and surrounding villages.
Wealth Manager
ICICI Bank Ltd
New Delhi
06.2016 - 11.2017
- Managed existing customer portfolios through regular analysis of their financial products as well as advising them on the right products to gain maximum returns.
- Creating investment portfolios for clients by in-depth knowledge of financial products and client requirements/ financial goals.
- Increased Assets Under Management at an average rate of 1 Cr / month.
- Client base expansion of 50% approximately.
- Regular market analysis, capital and financial structure analysis to keep an update on growth opportunities, using MS tools.
- Providing solutions to clients by working on softwares like Omniflow, Finnacle, etc.
- Restructuring portfolios to meet financial goals of clients by giving them strategic solutions and following up regularly.
Education
MBA - Marketing & Finance
Symbiosis Institute of Management Studies
Pune01.2016
B. Tech - Automobile
Shankara Institute of Technology
Jaipur01.2011
XII - CBSE
Army Public School
Bikaner01.2007
X - CBSE
Presentation Convent
Jammu01.2005
Skills
- Investment advisory and financial products
- Portfolio analysis and risk mitigation
- Customer relationship management
- Client acquisition and retention
- Market research and analysis
- Problem assessment and tailored solutions
- Team leadership and collaboration
- Verbal and written communication
- Financial analysis
- Stakeholder engagement
- Strategic planning
- Communication skills
- Project management
Accomplishments
- Bata India Ltd, Mumbai. Worked as an Intern (Apr 2015 – Jun 2015; 2 months):
- Location Mapping of Bata Stores to analyse the market penetration and recommend potential sites for upcoming stores.
- Increase market penetration with respect to competitive brands.
- Research based identification of gaps and footfall growth.
- Tata Motors Ltd, New Delhi. Worked as an Intern (May 2010 – Jul 2010; 2 months):
- Carried out research and quantification of customer service and satisfaction levels.
- Gained floor experience and assisted Service Engineers.
- Dissertation, MBA (Rural Marketing – Challenges & Opportunities)
- In depth analysis and study of the rural markets of Asia, especially India, China & Malaysia.
- Whitepaper research based comparison of rural markets classifying trials and prospects
Affiliations
MISC
∙ Certified to work on CATIA-V5 from CADD Centre, New Delhi.
∙ Qualified to work on SPSS software.
∙ Modelling (2011 – 2014).
▪ Pageants - Finalist of Miss Universe India, 2012 (I Am She), Contestant of Femina Miss India, 2013
▪ Ad campaigns, ramp shows, TV commercials
∙ School & College
▪ Head of Editorial Team, Shankara Institute of Technology, 2009 – 2011 ▪ Student Council member, Army Public School, Bikaner, 2007
▪ Inter State debate champion, Army Public School, Bikaner, 2006 - 2007
Timeline
Program Associate
The Nabha Foundation
02.2019 - 02.2020
Wealth Manager
ICICI Bank Ltd
06.2016 - 11.2017
MBA - Marketing & Finance
Symbiosis Institute of Management Studies
B. Tech - Automobile
Shankara Institute of Technology
XII - CBSE
Army Public School
X - CBSE
Presentation Convent
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