Hiranya Sharma
Manager
Summary
Highly motivated & detail-oriented finance professional with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy with a positive attitude. Looking for an opportunity to utilize my acquired skills, knowledge and experience to contribute to the company's growth.
Overview
3
3
years of professional experience
2
2
Certifications
Work History
NRI Wealth Relationship Manager
Kotak Mahindra Bank
01.2024 - Current
- Monitoring, managing and developing investment portfolios of select group of HNI customers by providing them exceptional individualized customer service, thereby achieving 44% growth in the book since joining.
- Enhancing client satisfaction by providing tailored financial advice and personalized investment strategies.
- Developing comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Managing a diverse range of portfolios, ensuring alignment with clients' risk tolerance and financial goals.
- Developing and presenting detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Collaborating with internal teams to develop customized investment solutions for clients.
- Conducting financial due diligence on potential investments and acquisitions.
- Preparing internal and regulatory financial reports, balance sheets and income statements.
- Creating financial dashboards to provide insights into key performance indicators.
- Tracking customer complaints/queries and turnaround times to ensure high level of customer satisfaction and provide information for product and service enhancements.
NRI Relationship Manager
Axis Bank
03.2022 - 09.2023
- Exceeded sales quotas, service targets and also increased profitability through effective sales strategy and business planning by cultivating and securing new customer relationships
- Reviewed and verified income, credit reports and employment histories for each customer.
- Engaged in consumer awareness, branding and acquisition initiatives to raise awareness and revenues
- Assessed credit risk and analyzed financial statements of customers
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers
- Maintaining CRM, Finacle, Genesis, Excel sheet, etc
Financial Analyst Intern
Bajaj Allianz Life Insurance
04.2020 - 07.2020
- Monitored market trends and news to identify emerging opportunities.
- Assisted in budgeting and forecasting processes.
- Collaborated with cross-functional teams on budgeting and forecasting processes, enhancing overall organizational efficiency.
- Drafted reports on Sectoral Analysis
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Utilized strong analytical skills in evaluating balance sheets, income statements, cash flow statements, and other financial documents to assess the financial health of various companies.
- Evaluated client portfolios regularly, recommending adjustments based on market conditions and risk tolerance levels.
- Developed strong working relationships with clients through regular communication and timely responses to inquiries, fostering trust and loyalty among customers.
Education
MBA/PGDM - Finance & HR
FOSTIIMA Business School
07.2019 - 2021.03
PG Diploma - Banking & Finance
TKWs Institute of Banking & Finance
07.2017 - 2018.08
Diploma - Business Management
YMCA
07.2016 - 2017.06
Bachelor of Science - CBZ
Jaipur National University
07.2015 - 2018.08
Skills
Financial Analysis
Certification
IRDA Certified
Timeline
NRI Wealth Relationship Manager
Kotak Mahindra Bank
01.2024 - Current
NRI Relationship Manager
Axis Bank
03.2022 - 09.2023
Financial Analyst Intern
Bajaj Allianz Life Insurance
04.2020 - 07.2020
MBA/PGDM - Finance & HR
FOSTIIMA Business School
07.2019 - 2021.03
PG Diploma - Banking & Finance
TKWs Institute of Banking & Finance
07.2017 - 2018.08
Diploma - Business Management
YMCA
07.2016 - 2017.06
Bachelor of Science - CBZ
Jaipur National University
07.2015 - 2018.08
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