Dikshitha V
Relationship Manager
Bengaluru
Summary
“I help serious investors to build Wealth and Achieve their Financial Freedom before 50. With my simple investment philosophy and continuous enhancing their behaviour towards money makes it possible. My goal is to leverage my financial advisory skills and expand my horizons by working as a Financial Advisor in another country, where I can contribute to the financial well-being of clients while embracing new challenges and opportunities.”
Overview
4
4
years of professional experience
2
2
years of post-secondary education
2
2
Certifications
Work History
Business Development Manager
Tiare Consilium Pvt Ltd
Banglore
03.2023 - 11.2024
- Generated new business with marketing initiatives and strategic plans.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Facilitated meetings to communicate team performance goals and results.
- Managed senior-level personnel working in marketing and sales capacities.
Virtual Relationship Manager
Innvest
Banglore
02.2021 - 02.2023
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of financial products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
MBA - Finance And HR
RRCE
Banglore 09.2018 - 10.2020
Skills
Goal Planning
undefinedCertification
Certified Financial Goal Planner
Timeline
Business Development Manager
Tiare Consilium Pvt Ltd
03.2023 - 11.2024
Virtual Relationship Manager
Innvest
02.2021 - 02.2023
MBA - Finance And HR
RRCE
09.2018 - 10.2020
Certified Financial Goal Planner
NISM VA
Similar Profiles
Nidhi ThakorNidhi Thakor
HR Head at Tiare Consilium Pvt LtdHR Head at Tiare Consilium Pvt Ltd
Muhammad Yameen KhanMuhammad Yameen Khan
Financial Analyst at Spire Consilium (PVT) LTDFinancial Analyst at Spire Consilium (PVT) LTD
DEEPESH TIWARIDEEPESH TIWARI
Senior Engineer (Service) at Consilium Safety India Pvt. LtdSenior Engineer (Service) at Consilium Safety India Pvt. Ltd