LAVANYA GUSIDI
Relationship Manager
Visakhapatnam
Summary
Desired to pursue a highly rewarding career, seeking for full time position in challenging and healthy environment where I can utilize my skills and knowledge efficiently which provides me job satisfaction, self- development and helps me to achieve organisational goals and organisational growth
Overview
1
1
year of professional experience
5
5
years of post-secondary education
Work History
Relationship Manager
ICICI Securities
09.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Offering insights on various investment products, including stocks, mutual funds, and fixed income, based on market trends and client needs.
- Actively seeking new clients while managing existing ones to achieve sales targets and contribute to the company's revenue.
- Keeping abreast of market developments, conducting research, and analyzing financial data to provide informed advice to clients.
Intern
Steel City Securities Ltd
11.2023 - 12.2023
- Learnt about Stock Markets and Mutual Funds
Education
MBA - Banking And Finance
Andhra University
Visakhapatnam07.2024
B. Com - Computers
Presidency Degree College
05.2019 - 04.2022
Intermediate - Maths, Economics, Commerce
Sri Gayatri Junior College
04.2015 - 04.2017
Skills
Tally ERP9
Capital Markets- Stocks and Mutual Funds
Financial Acumen
MS Word
MS PowerPoint
Excel
Documentation skills
Analytical Skills
Decision Making
Adaptable and Flexible
Excellent communication skills
Attention to detail
Projects
A Comprehensive Study on NPA’s on Bank’s and measures to reduce NPA
Certifications
- NISM- Mutual Funds Distributors Certification
- Insurance Regulatory Development Authority (IRDA) Certified
Timeline
Relationship Manager
ICICI Securities
09.2024 - Current
Intern
Steel City Securities Ltd
11.2023 - 12.2023
B. Com - Computers
Presidency Degree College
05.2019 - 04.2022
Intermediate - Maths, Economics, Commerce
Sri Gayatri Junior College
04.2015 - 04.2017
MBA - Banking And Finance
Andhra University
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