Hi, I’m
Kaveri Krishna
Hyderabad
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
5
years of professional experience
1
Certification
Work History
PURNARTHA INVESTMENT ADVISORS
WEALTH MANAGER
2022.02 - Current (2 years & 7 months)
Job overview
- Managed over 150 customers portfolio and being continuously serving them day to day.
- Developed and maintained strong relationships with clients to maximize satisfaction
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Recommended specific investments to help clients meet financial goals
- Collaborated with clients to develop customized investment portfolios
- Researched current economic trends and investment opportunities to stay abreast of financial markets
MW Partners
RESEARCH ANALYST
2021.07 - 2021.12 (5 months)
Job overview
- Developed live vendor metrics with data visualizations using Google sheets, Zoom Info
- Completed ad hoc data analysis requests accurately and efficiently in timely manner
- Supported in day-to-day Client data Collection and reporting to higher officials
- Built stakeholder relationships as liaison between COO and Clients
- Market research on Lead Generation.
- Prepared detailed reports summarizing research findings and recommendations for further action
- Created and maintained database to store research data
GUDLA & ASSOCIATES (Chartered Accountants)
Audit Assistant
2018.12 - 2020.12 (2 years)
Job overview
- Reconciled financial data to source documentation of clients
- Supervised and managed financial audit teams and staff on audits
- Completed client ledger accounts, posted JEs and produced final trial balance
- Performed bank, debtors' and creditors' reconciliations; prepared annual financial statements for various types of legal entities; made recommendations for clients (commercial banks, credit unions, )
- Ensured timely preparation of high quality financial reports to donors in accordance with obligations of donors.
Renewbuy.com
Management Trainee
2018.04 - 2018.11 (7 months)
Job overview
- Oversaw daily policy claims issues
- Administered daily office activities and agent operations
- Ensured that quality standards were upheld
- Established data entry procedures for agents
- Worked to resolve internal and external service and performance issues
- Kept track of milestones and ensured deliverables were delivered on time
- Developed product ecosystem of new product in operations department.
Education
Institute of Insurance And Risk Management , Institute Of Insurance And Risk Management
Post Graduate Diploma in Management from Risk Management And Financial Services
01.2018
Gandhi Institute of Technology And Management , Gandhi Institute Of Management
Bachelor of Business Administration from Management Accounting
01.2016
Skills
- Data Visualization
- MS Office
- IBM SPSS
- Client Retention
- Business Development
- Trend analysis expertise
- Stock market understanding
- Investment advice
- Excellent Communication
- Financial planning
- Market Analysis
- Lead Prospecting
Book Chapters
Awareness of COVID-19 in India: A Survey, SOCIAL SCIENCE, ABC PUBLICATIONS
Publications
JOURNAL, Crop Insurance and Risk Valuation: A Review, IAHRW International Journal of Social Sciences Review, 06/01/20 JOURNAL, Has Ayushman Bharat Dwindled the Out-Of-The Pocket Expenditure?, Journal of Evolution of medical and dental sciences, 06/21/21
Training
Awareness of COVID-19 in India: Evidence based on A Survey, International Conference, University of Science & Technology, Meghalaya
Certification
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
Timeline
WEALTH MANAGER
PURNARTHA INVESTMENT ADVISORS
2022.02 - Current (2 years & 7 months)
RESEARCH ANALYST
MW Partners
2021.07 - 2021.12 (5 months)
Audit Assistant
GUDLA & ASSOCIATES (Chartered Accountants)
2018.12 - 2020.12 (2 years)
Management Trainee
Renewbuy.com
2018.04 - 2018.11 (7 months)
Institute of Insurance And Risk Management
Post Graduate Diploma in Management from Risk Management And Financial Services
Gandhi Institute of Technology And Management
Bachelor of Business Administration from Management Accounting
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
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