DENVER CHERIAN
Bengaluru
Summary
Results-driven Financial Advisor with over six years of experience in financial consulting, customer relationship management, and business strategy. Adept at analyzing financial data, developing tailored investment solutions, and guiding clients toward sustainable financial growth. Proven ability to lead cross-functional teams, optimize processes, and deliver measurable results across Finance, Education, and E-commerce (SaaS) sectors. Passionate about building long-term client relationships and aligning financial strategies with organizational goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor (Freelance)
Freelance
Bengaluru
01.2020 - Current
- Oversee financial advisory operations, ensuring alignment with client objectives and compliance with regulatory standards.
- Develop and implement strategic financial plans to enhance profitability and client satisfaction.
- Lead a multidisciplinary team to deliver customized financial solutions and improve service efficiency.
- Foster long-term client relationships by providing expert guidance on investment and wealth management.
- Manage stock trading and investment portfolios, guiding clients on market analysis, fundamentals, and risk management.
Head of Marketing
Regalos India
Bengaluru
07.2023 - 05.2025
- Directed marketing, sales, and financial planning initiatives to support business growth and brand visibility.
- Managed cross-functional teams to execute data-driven campaigns that improved client acquisition and retention.
- Collaborated with finance teams to optimize budget allocation, performance tracking, and ROI measurement.
Student Engagement Officer
SMI Global Learning Pvt. Ltd.
Bengaluru
05.2021 - 11.2021
- Managed client and student engagement strategies, improving satisfaction and retention rates.
- Analyzed operational data to identify opportunities for process improvement and cost efficiency.
Student Engagement Executive
SMI Global Learning Pvt. Ltd.
Bengaluru
02.2020 - 04.2021
- Led strategic initiatives to enhance learning programs across diverse markets.
- Developed and implemented training materials for multiple educational platforms.
- Collaborated with cross-functional teams to optimize operational processes.
- Managed project timelines to ensure on-time delivery of educational resources.
- Facilitated workshops and seminars to promote effective learning strategies.
- Analyzed market trends to guide curriculum development and instructional design.
Student Activities Coordinator
Academy of Aviation and Engineering
Bengaluru
01.2018 - 01.2019
- Coordinated academic and extracurricular programs, enhancing student participation and institutional reputation.
- Supported administrative and financial planning for student initiatives.
Education
Master of Business Administration (MBA) - Business Administration and Management
OP Jindal University
Sonipat, Haryana08-2026
Bachelor of Business Administration (BBA) - Business Administration and Management
Bangalore University
Bengaluru, KarnatakaSkills
- Financial analysis and planning
- Investment advisory and portfolio management
- Data analysis and reporting
- Risk assessment and mitigation
- Client relationship management
- Strategic business development
- Process improvement and operational efficiency
- Leadership and team collaboration
- Financial modeling and forecasting
- Microsoft Excel and Power BI
- Collaboration tools (Microsoft Teams)
- CRM and ERP systems
Websites
Certification
- Cybersecurity Awareness: Security Overview
- Critical Thinking for Better Judgment and Decision-Making
- Improving Your Judgment for Better Decision-Making
- Problem Solving Techniques
- Microsoft Teams Essential Training
- Data Analysis
Professional Attributes
- Strong analytical and quantitative reasoning
- Excellent communication and interpersonal skills
- Strategic thinker with a client-centric approach
- Committed to ethical financial practices and continuous learning
Timeline
Head of Marketing
Regalos India
07.2023 - 05.2025
Student Engagement Officer
SMI Global Learning Pvt. Ltd.
05.2021 - 11.2021
Student Engagement Executive
SMI Global Learning Pvt. Ltd.
02.2020 - 04.2021
Financial Advisor (Freelance)
Freelance
01.2020 - Current
Student Activities Coordinator
Academy of Aviation and Engineering
01.2018 - 01.2019
Master of Business Administration (MBA) - Business Administration and Management
OP Jindal University
Bachelor of Business Administration (BBA) - Business Administration and Management
Bangalore University