Juhi Thakur
Investor Relation Associate
Amsterdam
Summary
Experienced Client Solutions Associate , acting as a contributing member of the Investment Solutions Team. Worked with Client Service team, managed multiple projects and client relationships, worked in a team environment, but also independent and efficient too.
Overview
7
7
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Associate
DBS Bank
Pune
05.2021 - 04.2023
- Managed customer relations through communication and helpful interactions.
- Contribute towards preparation of client and prospect presentations
- Proactively take time to familiarize self and understand investment research in order to discuss effectively and clearly with clients
- Update marketing materials, portfolio overviews, investment pacing studies, and cash flow models
- Collaborate with other teams to obtain relevant inputs (Operations, Compliance, etc.)
- Occasionally support investment team as needed.
- Mine external databases to generate potential leads
Manager
CITIBANK.N.A
Pune
03.2019 - 04.2021
- Managed large-scale projects.
- Developed and implemented marketing plans to drive sales, profit and brand objectives. Achieved 30 % growth year on year o sales for the region.
- Developed strategic marketing communications and identified audiences for targeted messages. Leads to conversion ratio 1 : 5.
- Supervised and managed product-related communication to achieve messaging accuracy and product correctness
- Support team with RFP processes
- Support team with automating and optimizing workflow in Sales & Clients team
- Support team with other day-to-day activities within global sales and client effort
Wealth Relationship Manager
Tata Capital
Pune
06.2016 - 06.2018
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Created financial models to analyze and evaluate investment strategies.
- Researched and evaluated potential investment products for clients.
- Assisted clients with budgeting and cash flow management.
Education
Bachelor of Science -
Rajiv Gandhi Technical University
Bhopal, MPSkills
Presentation
Investment research
Marketing material
Investor relations
Request for proposal
Attention to detail
Communication
Due diligence
English
Customer relationship management CRM
Certification
CFA 1 level Attempted
Timeline
CFA 1 level Attempted
05-2023
Associate
DBS Bank
05.2021 - 04.2023
Manager
CITIBANK.N.A
03.2019 - 04.2021
Wealth Relationship Manager
Tata Capital
06.2016 - 06.2018
Bachelor of Science -
Rajiv Gandhi Technical University