JANARDHANAN SARATHY
Investment Relationship Manager
Chennai
Summary
Dynamic and client-focused Wealth Management Professional with over 2 years of experience in banking and financial advisory. Expertise in portfolio assessment, investment planning, mutual fund advisory, and cross-selling wealth products facilitates the delivery of customized financial solutions that meet diverse client needs. Proven track record in cultivating trusted client relationships results in personalized investment strategies aligned with market standards in India. Strong analytical skills and proficiency in MS Excel and financial reporting underscore a commitment to fostering client growth and long-term wealth creation.
Overview
3
3
years of professional experience
3
3
Languages
Work History
Investment Relationship Manager
Geojit Investment Private Limited
04.2025 - Current
- New Client Acquisition & Onboarding: Successfully source and onboard new customers, ensuring seamless account opening with SEBI guidelines.
- B2B and corporate lead generation: Proactively generate and convert leads from corporate and business sectors through targeted activities, events, and networking.
- Wealth Creation & Portfolio Management: Develop personalized investment strategies for clients, including SIP's, lump-sum investments, equities, and commodity products.
- Relationship Building & Retention: Maintain long-term relationships with clients by offering regular portfolio reviews and tailored financial solutions.
- Cross-Selling & Revenue Growth: Consistently achieve sales targets by identifying opportunities to cross-sell investments and products, driving overall business growth.
- Assisted clients in developing comprehensive financial plans by analyzing their unique needs and objectives.
- Provided exceptional customer service, resulting in high levels of client satisfaction and retention rates.
Canvas Enfield
Team Space Financial Services Ltd.
06.2023 - 01.2025
- Analyzed applicants' financial status, credit, and property evaluations to determine loan feasibility.
- Monitored economic indicators to assess the impact on client borrowing needs.
- Delivered exceptional customer service via phone and email for mortgage-related queries.
Education
Master of Business Administration (MBA) - Finance Management
Loyola College
Chennai05.2025
Bachelor of Commerce (B.Com) - Bank Management
Thiruthangal Nadar College
Chennai, Tamil Nadu04.2022
Skills
Financial analysis expertise
CERTIFICATIONS AND LICENSES
- National Institute of Securities Markets V-A Mutual Fund Distributors Certification
- Insurance Regulatory and Development Authority
HOBBIES & INTERESTS
Travelling
E-sport Games
Meeting new friends
Explore different cultures
Timeline
Investment Relationship Manager
Geojit Investment Private Limited
04.2025 - Current
Canvas Enfield
Team Space Financial Services Ltd.
06.2023 - 01.2025
Master of Business Administration (MBA) - Finance Management
Loyola College
Bachelor of Commerce (B.Com) - Bank Management
Thiruthangal Nadar College