Medha Srivastava
Bengaluru, Karnataka
Summary
I am self- driven and focused finance professional with experience of 8 years and 2 months in managing portfolios of HNI/UHNI clients conducting market analysis,trading and providing financial guidance. Offers great analytical skills & knowledge of financial markets with good experience in team leading as well.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.
Bengaluru, Karnataka
01.2023 - Current
- Manages & acquired HNI/UHNI clients and ensure regular contact as well as profiling and providing investment plan and financial advice to the HNI/UHNI clients with all mapped clients through regular/weekly/monthly meetings
- Achieved the business targets assigned in terms of cross-selling of ICICI Prudential Mutual Funds products, PMS/AIF by enhancing and upgrading client relationships.
Deputy Manager
Religare Broking Ltd
Mumbai, Maharashtra
05.2021 - 01.2023
- Monitored & managed investment related to Retail, HNI & UHNI investors. Focused on servicing as a Financial Advisor dealing in Equity Cash, Equity Derivatives,Currency Derivatives and Commodity Derivatives segments.
- Profiled and analyzed investment products to develop customized financial strategies for investor's needs .
- Cross selling of financial products including Mutual Funds, Insurance and Portfolio Management Services.
Senior Executive
Motilal Oswal Financial Services Ltd.
Mumbai, Maharashtra
07.2020 - 05.2021
- Monitored investment related to Retail , HNI/UHNI clients. Focused on servicing as Relationship Manager - Dealer
- Cross-selling of financial products including Mutual Funds, Insurance & Portfolio management services.
Assistant Manager
OPULENT INVESMENT ADVISER PVT LTD.
Mumbai , Maharashtra
11.2015 - 02.2020
- Monitored equity portfolio investment related to Retail, NRI, HNI/UHNI clients. Focused on servicing as a Portfolio Advisor.
Education
Post Graduation - Financial Markets
ITM INSTITUTE OF FINANCIAL MARKETS, MUMBAI
Mumbai, Maharashtra06-2015
BBA - Business Administration
SHIATS (Formerly Known As AAIDU), Allahabad
Allahabad, Uttar Pradesh06-2012
Skills
- Product and service knowledge
- Good communication
- Analytical & Research skill
- Business Development & Customer Relationship Management (CRM)
- Financial Management & Advisory
Certification
- NISM Series VIII Equity Derivatives Certification
- NISM Series I Currency Derivatives Certification
- NISM Series XVI Commodity Derivatives Certification
- NISM Series V A Mutual Fund Distribution Certification
- NISM Series V B Mutual Fund Foundation Certification
- NISM Series XXI A Portfolio Management (PMS) Distributors Certification
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Assistant Manager
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.
01.2023 - Current
Deputy Manager
Religare Broking Ltd
05.2021 - 01.2023
Senior Executive
Motilal Oswal Financial Services Ltd.
07.2020 - 05.2021
Assistant Manager
OPULENT INVESMENT ADVISER PVT LTD.
11.2015 - 02.2020
Post Graduation - Financial Markets
ITM INSTITUTE OF FINANCIAL MARKETS, MUMBAI
BBA - Business Administration
SHIATS (Formerly Known As AAIDU), Allahabad
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