
Results-driven finance professional with 10+ years of experience in Retail Banking,Investment Analysis and extensive experience in various industries including automotive, Wate management and Insurance.Skilled in financial modeling, equity research, portfolio evaluation, and risk assessment. Proven ability to deliver data-backed investment insights that support strategic decision-making. Strong client relationship management with a focus on maximizing value and returns. Seeking an Investment Analyst role in a reputed organization, preferably in Bangalore
• Implemented business analysis and product management strategies to enhance product penetration and strengthen client relationships, contributing to increased revenue and wallet share.
• Managed end-to-end operations for high-value client accounts, including dispute resolution, service delivery, and operational compliance.
• Demonstrated expertise in sales, service, and distribution of a wide range of banking and investment products including mutual funds, bonds, insurance, portfolio management, acquisitions, and divestitures.
• Retained and re-engaged at-risk clients by conducting root-cause analysis and implementing service improvements, resulting in improved client satisfaction and reduced attrition.
Recruited and trained insurance agents, growing the sales force and distribution network. Led recruitment drives, delivered comprehensive training, and mentored agents on sales techniques and customer relationship management. Provided ongoing support to help agents meet targets and improve performance. Developed sales strategies, conducted performance reviews, and collaborated across teams to drive revenue and achieve business goals.
Led business development for an organic waste composting company, promoting products to apartment associations and other clients.
.Delivered presentations on composting benefits, boosting awareness and sales. Collaborated with sales to drive growth and built relationships with key stakeholders. Supported marketing efforts across online and offline channels.
Managed operations at a Bosch Authorized Service Centre, focusing on warranty automotive service.
Oversaw service and sales, ensuring Bosch standards and customer satisfaction.
Resolved service and sales inquiries by coordinating with staff and customers.
Streamlined workflows to boost service efficiency.
Collaborated with Bosch reps to stay current on products and protocols.
* Portfolio Management Investment
* Research & Analysis
* Equity & Debt Analysis
* Asset Allocation Strategies
* Banking Products
* Problem Solving
* NISM V (National institute of securities market)
* IRDA (Insurance Regulatory and Development Authority of India)
* MS office - Excel, powerpoint and word
* Manipal Academy of BFSI - Capturing Affluence - The Kotak Way