GANESH SHETTY
Summary
Results-driven investment and client relationship professional with 3+ years of experience in client account management, financial transactions, and market analysis. Demonstrated expertise in portfolio management, equity markets, and risk analysis with a proven track record of achieving 28% annualized returns over 3 years. Skilled in wealth management, asset allocation, and client servicing. Seeking to leverage analytical and advisory skills in a Wealth Manager role.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Customer Support / Transfer Agent (Brokerage Operations)
Equiniti India
Bangalore
03.2024 - 01.2025
- Managed client accounts and processed financial transactions ensuring accuracy and regulatory compliance
- Handled client queries related to account operations, improving customer satisfaction and retention
- Coordinated with internal teams to verify shareholder and transaction data
- Identified discrepancies in financial records and ensured timely resolution
- Supported operational workflows for brokerage-related activities
Advisor - Technical Support
Concentrix (VMware Process)
Bangalore
12.2021 - 10.2023
- Managed client interactions and resolved complex issues, ensuring high service quality
- Collaborated with cross-functional teams to improve operational efficiency
- Streamlined troubleshooting workflows to reduce resolution time
- Delivered client-focused solutions enhancing overall customer experience
Independent Investor
- Independently managed personal investment portfolio across equity markets
- Achieved 28% annualized returns (3-year period) through value investing and market analysis
- Conducted technical and fundamental analysis to identify high-probability opportunities
- Applied risk management strategies to optimize returns and minimize drawdowns
Education
Bachelor's Degree - Fashion Designing
INIFD
Bangalore01-2022
Skills
- Portfolio Management
- Financial Planning
- Equity & Derivatives Markets
- Risk Management & Profiling
- Asset Allocation
- Client Relationship Management
- High-Net-Worth Client Handling
- Investment Advisory
- Sales & Client Acquisition
- Financial Modeling
- Market & Technical Analysis
- CRM Tools (Salesforce)
- MS Excel (Advanced)
Certification
- Portfolio Management Certification link - https://drive.google.com/file/d/1mTrJoTK2iLRGlbWziCPBpfNkgE2NUfSU/view?usp=sharing
Investment Experience
Independently managed personal investment portfolio across equity markets, Achieved 28% annualized returns (3-year period) through value investing and market analysis, Conducted technical and fundamental analysis to identify high-probability opportunities, Applied risk management strategies to optimize returns and minimize drawdowns
Timeline
Customer Support / Transfer Agent (Brokerage Operations)
Equiniti India
03.2024 - 01.2025
Advisor - Technical Support
Concentrix (VMware Process)
12.2021 - 10.2023
Independent Investor
Bachelor's Degree - Fashion Designing
INIFD