Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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, MP

Skills

Presentation

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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

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Juhi ThakurInvestor Relation Associate