Kavitha Girdhar
New Delhi
Summary
Driven professional dedicated to understanding client needs and delivering customised investment solutions. Demonstrates strong communication skills, effectively conveying complex financial concepts to clients and colleagues. Eager to leverage diverse financial knowledge to support client success and contribute to organisational growth.
Overview
3
3
Languages
1
1
Certification
18
18
years of professional experience
Work History
Investment Specialist
SBI Wealth
03.2025 - Current
- Tailored investment advice to meet clients' needs, taking into account risk tolerance and financial goals.
- Maintained up-to-date knowledge of regulatory changes, ensuring compliance in all investment activities.
- Conducted competitive analysis to benchmark firm performance against industry standards.
- Imparting training on various products to RMs and sharing knowledge with clients.
- Conducting periodic and ad-hoc portfolio reviews of existing customers' investment portfolios and recommending any changes.
Investment Analyst - AVP
HDFC Wealth
09.2023 - 02.2025
- Conducting Portfolio review of existing UHNI/HNI portfolios & held away portfolios of NTB.
- Training and equipping the RMs through regular huddles on product knowledge and market information.
Wealth Specialist - Burgundy
Axis Bank
, DL
03.2022 - 08.2023
- Managing & reviewing the Investment Portfolios of HNI & UHNI clients by doing the health hygiene check.
- Dealing in wide range of varied wealth products offered by bank starting from MFs, PMS, AIFs, Pension, Retirement and other third party products.
Senior Manager - Corporate Advisory
B&K Securities Pvt Ltd
06.2021 - 02.2022
- Rendered Advisory services to Corporates on Treasury wealth & Cash management of all Investment tenures.
- Dealt with Multiple Products to offer to Institutional clients in managing their treasury wealth in order to optimise returns.
Manager-Retail Banking Segment & IFA Segment
DSP Mutual Fund
, DL
03.2010 - 06.2021
- Managing B2B Relationships which include Private Banks & Retail banks across Delhi & Ncr - Stanc, HSBC & Axis Bank and marketing about DSP Mutual Fund products and strategies with channel partners & IFAs.
- Handled a team of RMs & mentored them in achieving Individual targets and team's target.
Officer
HDFC Mutual Fund
Noida
03.2008 - 02.2010
- Reviewed and updated operational procedures, ensuring alignment with current best practices and regulatory requirements.
- Prepared detailed reports on daily transactions, complaints, and cheque return cases, maintaining accurate records as per compliance standards
Education
MBA - Finance
ICFAI University
2012
Finance - finance
The Wallstreet School
03-2019
B Com (Hons) -
Moti Lal Nehru College
Skills
- Market research
- Data analysis
- Risk assessment
- Team mentoring
- Training delivery
- Communication skills
- Investment strategies
Certification
- NISM-XXI A
- PMS
- NISM-XXII
- Fixed Income
- NISM-VA - Mutual Funds Advisor
- NISM-XA- Investment Advisor (Level 1)
- NISM-XB - Investment Advisor (Level 2)
Languages
English
Advanced
C1
Hindi
Upper Intermediate
B2
Tamil
Beginner
A1
Interests
- I like cooking, gardening and swimming
Timeline
Investment Specialist
SBI Wealth
03.2025 - Current
Investment Analyst - AVP
HDFC Wealth
09.2023 - 02.2025
Wealth Specialist - Burgundy
Axis Bank
03.2022 - 08.2023
Senior Manager - Corporate Advisory
B&K Securities Pvt Ltd
06.2021 - 02.2022
Manager-Retail Banking Segment & IFA Segment
DSP Mutual Fund
03.2010 - 06.2021
Officer
HDFC Mutual Fund
03.2008 - 02.2010
MBA - Finance
ICFAI University
Finance - finance
The Wallstreet School
B Com (Hons) -
Moti Lal Nehru College