Farsana V H
Ernakulam
Summary
Highly driven finance professional with a strong foundation in financial analysis and client advisory services. Equipped with practical BFSI experience and a B.Com background, aspiring to contribute to a forward-thinking financial organization by supporting strategic financial planning, building long-term client relationships, and driving sustainable business growth.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Investment Advisor
Hedge Group Of Companies
Ernakulam
12.2023 - 11.2024
- Providing support in wealth management and financial advisory services.
- Assisting clients with suitable investment solutions based on their financial needs.
- Managing client relationships and ensuring high-quality customer service.
- Supporting sales and distribution of financial products such as equities, mutual funds, bonds, PMS, and related instruments.
- Handling client documentation, onboarding, and compliance requirements.
- Coordinating with internal teams to ensure smooth execution of investment and service processes.
- Maintaining accurate client records using CRM systems.
Financial Services Intern
Hedge School Of Applied Economics
Ernakulam
10.2022 - 11.2024
- Worked in the BFSI sector handling sales, client servicing, and operational activities.
- Built and maintained long-term client relationships, ensuring timely and quality service delivery.
- Assisted in equity research, client profiling, and financial product advisory.
- Handled new customer acquisition, lead generation, and follow-ups using CRM software.
- Performed cross-selling and upselling of financial products to existing clients.
- Gained hands-on experience in KYC procedures, Demat account opening, and E-mandate registration.
- Worked with various financial products including Equities, Mutual Funds, PMS, IAP, NCDs, Bonds, RBI SGB, Equipment Loans, and MSME Loans.
- Actively involved in financial literacy programs and customer awareness initiatives.
- Demonstrated strong analytical, problem-solving, and communication skills in daily operations.
- Maintained high levels of professionalism, dedication, and compliance with company policies.
Education
International Finance & Accounting
Jain University
Bangalore 10.2021 - 07.2024
Skills
- Investment Strategies
- Financial Analysis And Planning
- Risk Management
- Customer Relationship Management (CRM)
- Portfolio Restructuring
- New Fund Stock Allocation
Hobbies and Interests
- Client Relation
- Creative Pursuits: Photography, Editing
- Physical Activities: Badminton
- Reading books
References
- Rajanikanth CS, Vice President, Hedge School Of Applied Economics
- Joseph Abrin Louis, AVP, Hedge Equities
Languages
Malayalam
First Language
English
Upper Intermediate (B2)
B2
Certification
- On-the-Job Training Certificate (BFSI)
Hedge Equities Limited / Hedge School of Applied Economics — 2021-23 - Certificate of Experience – BFSI Operations
Hedge Equities Limited — 2024
Timeline
Investment Advisor
Hedge Group Of Companies
12.2023 - 11.2024
Financial Services Intern
Hedge School Of Applied Economics
10.2022 - 11.2024
International Finance & Accounting
Jain University
10.2021 - 07.2024