AVINASH P R
Trivandrum
Summary
An aspiring finance professional who wishes to pursue a growth-oriented career in an esteemed organization, achieve its milestones, engage in continuous learning and apply the financial knowledge, experience and expertise in managing different projects to improve the business development prospects of the organization.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
SBI Funds Management Limited
05.2023 - Current
- Develop and maintain relationships with State Bank Group (SBG) channel customers by learning about their financial goals and providing tailored investment options
- Increase income by successfully marketing and selling SBI Mutual Fund products through the SBG channel, regularly meeting or exceeding sales goals
- Ensure that all ethical and regulatory requirements are followed for KYC registration and executing transactions of the customers.
Finance Intern
Air Asia India Pvt. Ltd
05.2022 - 07.2022
- Understanding Customs duties, procedures of import and export of aircraft parts
- Comparative study of Purchasing of aircraft parts against parts under leasing
- Understanding import and export mechanism in Air Asia India Pvt
- Ltd
- Making database (using Excel) for Bill of entries for which appeals have to be filed to appellate authorities
- Mystery audit for Customer Happiness Department and Branding activity for the Marketing Department.
Assistant Branch Supervisor
Lulu Exchange Co. LLC
02.2016 - 10.2019
- Perform financial services for customers, such as remittances to various countries and successfully accomplishing average transactions of 13,500 per month
- Foreign currency exchange
- Branch compliance management.
Quality Assurance Engineer
Eram Scientific Solutions Pvt. Ltd
10.2014 - 01.2016
- QC inspection of the E-toilet parts during different stages of production
- Held additional post of PROJECT ENGINEER in the Gates-Melinda Projects Collaborative project with IIT-Madras - Eram Scientific Solutions – DUKE University
- Project with University of South Florida and Eram Scientific Solutions.
Education
MBA (Finance) -
Amrita School of Business
Coimbatore05.2023
BTech (Applied Electronics and Instrumentation) -
Marian Engineering College
Trivandrum06.2013
XIIth (CBSE) -
Amrita Vidyalaya
Trivandrum01.2009
Xth (CBSE) -
Bharatiya Vidya Bhavan
Trivandrum01.2007
Skills
- MS Office (Intermediate Level): Word, Excel, and PowerPoint
- Shutter-Com, photography committee member at Amrita School of Business
- Member of ASB Social Media Committee
- Team Player
- Task Oriented
- Taking ownership
Certification
- NISM Series XII: - Securities Markets Foundation Certification Examination (2019)
- NISM Series V-A: - Mutual Fund Distributors Certification Examination (2019)
- CSWIP 3.1 Level 2 Welding Inspector Certification from TWI (2014)
Languages
English
Malayalam
Tamil
Hindi
Achievements And Awards
- Certificates of Appreciation for the best performance in various portfolios and for achieving the monthly branch target of 13500.
- Deputed by Lulu Exchange Oman to NS Cashpoint Sdn. Bhd., Malaysia as a Trainer in 2018-2019.
Personal Information
Date of Birth: 03/04/1991
Hobbies and Interests
- Photography
- Travelling
- Badminton
Timeline
Relationship Manager
SBI Funds Management Limited
05.2023 - Current
Finance Intern
Air Asia India Pvt. Ltd
05.2022 - 07.2022
Assistant Branch Supervisor
Lulu Exchange Co. LLC
02.2016 - 10.2019
Quality Assurance Engineer
Eram Scientific Solutions Pvt. Ltd
10.2014 - 01.2016
MBA (Finance) -
Amrita School of Business
BTech (Applied Electronics and Instrumentation) -
Marian Engineering College
XIIth (CBSE) -
Amrita Vidyalaya
Xth (CBSE) -
Bharatiya Vidya Bhavan
- NISM Series XII: - Securities Markets Foundation Certification Examination (2019)
- NISM Series V-A: - Mutual Fund Distributors Certification Examination (2019)
- CSWIP 3.1 Level 2 Welding Inspector Certification from TWI (2014)
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