Lakshya Jain
Agra
Summary
Dynamic Investment Advisor with a proven track record at Equentis Wealth Advisory Services Ltd., specializing in financial analysis and client relationship management. Expert in identifying mispriced opportunities and delivering strategic insights, I enhance portfolio performance through data-driven recommendations and effective communication, ensuring client satisfaction and long-term success.
Overview
7
7
years of professional experience
Work History
Investment Advisor
Equentis Wealth Advisory Services Ltd.
Bengaluru
01.2024 - Current
- Provided data-driven insights and strategic recommendations for clients transitioning to long-term services.
- Identified mispriced investment opportunities and created detailed research reports for client portfolios.
- Designed and monitored key performance indicators to assess the efficacy of financial strategies, presenting findings to stakeholders.
Customer Relations Advisor
Tech Mahindra Business Services
Mumbai
08.2019 - 03.2020
- Provided exceptional customer service to ensure customer satisfaction.
- Resolved customer complaints promptly and efficiently.
- Monitored debtor accounts for changes in status or payment arrangements.
Senior Representative, Operations
Concentrix
Gurugram
02.2018 - 08.2019
- Identified needs of customers promptly and efficiently.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Education
P.G.D.M - Finance And Marketing
MIME( Jain-Deemed To Be University)
Bengaluru05-2024
B.Com - Commerce
D.B.R.A.U, Agra University
Agra06-2016
Skills
- Financial analysis
- Portfolio management
- Investment research
- Data analysis
- Client relationship management
- Investment strategies
- SEBI Compliance and Disclosure
Accomplishments
- Awarded with Prestigious Golden Certificate for being Achiever Employee for two consecutive months.
- Authored detailed investment reports leading to a 15% improvement in client portfolio performance metrics.
- Developed a compreheAchieved consecutive 25% sales over 2 monthsnsive financial model for evaluating subscription-based services, improving renewal forecasting accuracy by 20%.
Timeline
Investment Advisor
Equentis Wealth Advisory Services Ltd.
01.2024 - Current
Customer Relations Advisor
Tech Mahindra Business Services
08.2019 - 03.2020
Senior Representative, Operations
Concentrix
02.2018 - 08.2019
P.G.D.M - Finance And Marketing
MIME( Jain-Deemed To Be University)
B.Com - Commerce
D.B.R.A.U, Agra University
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