Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dhanshree Punwatkar

Wardha

Summary

My primary goal as a Portfolio Manager is to maximize clients’ net income and place investments on fields with optimum performance which significantly outweighs the risks. Equipped with strong background in the banking industry, as well as asset, insurance, and investment management, I am positive that this objective can be achieved. As a Portfolio Manager, I aim to place the clients’ best interests first in making financial judgments and in presenting investment policy statements. Aside from this, I also aim to further my understanding of the investment and banking industry and enhance my skills and objectivity in the implementation of portfolio adjustments.

Overview

1
1
year of professional experience

Work History

Portfolio Manager

HDFC
Wardha
06.2023 - Current

Job Profile:

  • Document verification for customers
  • Generate new lead for Agriculture and Gold loan customers
  • NPA and PNP recovery for Agriculture loan customers
  • Account opening for new customers
  • Process for login to disbursement for loan files
  • Sourcing LI, GI and MF cases
  • Customer service and resolving queries
  • Generate leads for RD, FD, CRM and other cross sell
  • Using system like Flexcube, Finone, LS and Outlook mail

Back Office Executive

Ashpa Global Services Pvt Ltd
Wardha
10.2022 - 05.2023

Job Profile:

  • Cash Deposition of customers in bank
  • Data analysis of customers using Excel
  • Providing training and guidance to new joiners
  • Solving queries for customers regarding Cash Deposition
  • Data logging of customers
  • Organized documents related to customer accounts for easy retrieval when needed.
  • Assisted in training new employees on back office procedures.
  • Maintained filing systems to organize operations and administration records.

Education

Bachelor of Science - Biotechnology

New Arts Commerce And Science College
Wardha
05-2022

HSC -

New Arts Commerce And Science College
Wardha
03-2018

SSC -

Kesarimal Kanya Shala
Wardha
03-2016

Skills

  • Microsoft Excel
  • Microsoft Word
  • Good Interpersonal Communication Skill
  • Good experience in managing client portfolio
  • Sound knowledge of asset management and financial modeling techniques
  • Wide knowledge of client relationship management procedures
  • Ability to oversee new product development and marketing activities

Timeline

Portfolio Manager

HDFC
06.2023 - Current

Back Office Executive

Ashpa Global Services Pvt Ltd
10.2022 - 05.2023

Bachelor of Science - Biotechnology

New Arts Commerce And Science College

HSC -

New Arts Commerce And Science College

SSC -

Kesarimal Kanya Shala

Similar Profiles

CREATE PROFILE
Dhanshree Punwatkar