Preety Gawas
Bengaluru
Summary
Seasoned wealth advisor with a robust background in investment management, financial planning, and client service. Demonstrated ability to develop customized financial strategies that meet client goals and provide long-term wealth preservation. Strengths include strategic analysis, relationship building, and comprehensive knowledge of market trends. Instrumental in growing assets under management and enhancing client satisfaction in past roles.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Investment Advisor
Liquide
Bengaluru
07.2024 - 11.2025
- Advised clients on investment strategies and portfolio management.
- Analyzed market trends to identify potential investment opportunities.
- Developed customized financial plans based on client goals and risk tolerance.
- Conducted regular portfolio reviews to ensure alignment with client objectives.
- Assisted clients in understanding products, services, and market conditions.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Educated clients about investment options and potential risks involved.
- Prepared detailed reports summarizing investment performance and recommendations.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Advised customers on financial investment options and capital expenditures.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Responded promptly to client inquiries about their accounts or any other related questions they may have had.
Business Development Executive
Dezerv
Bengaluru
05.2024 - 07.2024
- Identified market trends and customer needs to inform product development strategies.
- Supported the development of investment proposals through detailed analysis.
- Researched current market trends, industry news, and competitor analysis to inform investment decisions.
- Engaged clients through presentations and proposals to drive service adoption.
- Managed customer relationships to ensure satisfaction and retention.
Account Manager
Anand Rathi Private Wealth
Pune
10.2022 - 04.2024
- Managed client relationships to ensure satisfaction.
- Facilitated communication between clients and internal teams.
- Managed daily mutual fund transactions and reconciled account.
- Provided timely responses to customer inquiries, requests, and complaints.
- Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
- Managed client relationships by providing timely and effective communication.
- Managed customer inquiries, requests, and complaints.
- Identified potential clients through market research and cold-calling.
- Streamlined processes for onboarding new high net worth individuals.
Education
MBA - Finance And IT
Bharati Vidhyapeeth
Pune07-2023
Bachelor of Science - Mathematics
Govt. College Sanquelim (under Goa University)
Goa07-2021
Skills
- Portfolio management
- Financial planning
- Investment analysis
- Market research
- Asset allocation
- Investment strategies
- Private equity investments
- Client relations
- Advising on investments
- Portfolio construction
- Problem-solving
- Investment advice
Certification
- NISM VA
Languages
English
First Language
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Konkani
Proficient (C2)
C2
Timeline
Investment Advisor
Liquide
07.2024 - 11.2025
Business Development Executive
Dezerv
05.2024 - 07.2024
Account Manager
Anand Rathi Private Wealth
10.2022 - 04.2024
MBA - Finance And IT
Bharati Vidhyapeeth
Bachelor of Science - Mathematics
Govt. College Sanquelim (under Goa University)