Lavanya K V
Bengaluru
Summary
Finance professional with 3.5 years of experience in financial advising and loan operations. Expertise in portfolio and wealth management, risk analysis, money movement, payment monitoring, and real estate loan support. Strong track record of optimizing financial strategies and ensuring smooth operational execution.
Overview
3
3
years of professional experience
Work History
Securities Operation Representative
Wells Fargo
Bengaluru
03.2024 - Current
- Monitored loan payment histories and tracked interest payments to ensure accuracy and timely servicing of client accounts.
- Coordinated funding and disbursement activities, including processing of wire transfers and maintaining audit trails.
- Interfaced with tax service providers, insurance companies, and real estate teams to ensure compliance with loan servicing requirements.
- Managed trailing document collection and review post-closing to support investor, custodian, and regulatory documentation needs.
Financial Advisor
Anandrathi Group
Bengaluru
02.2022 - 03.2024
- Comprehensive Financial Planning: Delivering solutions in tax planning, estate planning, and retirement planning aligned with client goals.
- Investment Research & Portfolio Management: Continuously monitoring market trends and evaluating investment opportunities to optimize client portfolios.
- Financial Analysis: Interpreting financial statements and key ratios to assess financial health and inform decision-making.
- Strategic Financial Management: Advising on long-term financial strategies to ensure sustainable growth and risk mitigation.
Education
MBA -
Presidency University
Bengaluru06-2022
Bachelor of Science -
MMK SDM
Mysore06-2017
Skills
- Ms Word
- Ms PowerPoint
- Ms Excel
- Leadership
- Problem solving
- Equity derivatives
- Risk assessment
Projects
- Internship from IFORTIS worldwide as Corporate Ambassador.
- Company analysis of TATA MOTORS(06/2021 - 08/2021) - Did a brief study on the company profile and analysed the financial statement of the company
- Psychological wellbeing of the people during pandemic (01/2022 - 06/2022) - Did brief study on the psychological wellbeing and psychological factor of the people
Accomplishments
- International level champs in Karate
- Manger spotlight award
Timeline
Securities Operation Representative
Wells Fargo
03.2024 - Current
Financial Advisor
Anandrathi Group
02.2022 - 03.2024
MBA -
Presidency University
Bachelor of Science -
MMK SDM
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