Gowtham S J
Bangalore
Summary
Account Manager with extensive experience in managing employer-client relationships and driving new business development. Proven track record in systematic account management to enhance sales performance. Skilled in product introduction and network expansion, ensuring customer satisfaction and loyalty. Strong capabilities in customer service, multitasking, and time management.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Account Manager
Anand Rathi Wealth Ltd.
Bangalore
03.2022 - Current
- Assisted RM in developing financial plans for clients and executing transactions.
- Reported portfolio performance at regular intervals, highlighting asset allocation and IRR.
- Identified opportunities within client portfolios based on product team recommendations.
- Supported RM in acquiring and maintaining a database of prospective clients.
- Completed documentation for mutual fund transactions and changes in client mandates.
- Processed structured product transactions and opened broking/DP accounts for clients.
- Addressed client inquiries promptly to ensure satisfaction and retention.
- Renewed existing accounts by building relationships with clients.
Education
MBA - Finance & Business Analytics
Presidency University
Bengaluru03-2022
Bachelor of Commerce - Finance
Mysuru University
Mysuru04-2019
Some College (No Degree) - Statistics, Economics, Business Studies & Accounts
Kalpataru PU College
Tiptur03-2016
Skills
- Portfolio management
- Financial planning
- Transaction processing
- Customer relationship management
- Risk assessment
- Financial analysis
- Basic Excel Skills
- Good at data interpretation and logical thinking
- Good collaboration and coordination skills
- Can work with large teams
Certification
- Completed an online certification from Coursera on “Introduction to Personal Branding” in February 2021
- Completed an online certification from Udemy on “R Programming: R Language for Absolute Beginners” in August 2021
- Completed an online certification from Coursera on "Introduction to Business Analysis Using Spreadsheets: Basics" in March 2021
- Completed an online certification from edX on 'Managing Conflicts in Programs and Projects with Cultural and Emotional Intelligence' in July 2021
- Completed online certification from Coursera on 'Business Analysis and Process Management' in June 2021
Timeline
Account Manager
Anand Rathi Wealth Ltd.
03.2022 - Current
MBA - Finance & Business Analytics
Presidency University
Bachelor of Commerce - Finance
Mysuru University
Some College (No Degree) - Statistics, Economics, Business Studies & Accounts
Kalpataru PU College
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