Priyanka Gupta
Bengaluru
Summary
Strategic financial analyst with over 7 years of experience in investment analysis and market research. Expertise in risk assessment and portfolio management, delivering accurate and timely project outcomes. Strong communicator and problem-solver, capable of translating complex financial concepts for diverse audiences.
Overview
2
2
Languages
1
1
Certification
7
7
years of professional experience
Work History
Asst.Manager-Business Finance
DSP Asset Managers Pvt Ltd
08.2022 - 08.2023
- Managed mutual fund and alternative investment fund (AIF) offerings by conducting market analysis and determining optimal positioning strategies.
- Developed investment strategies aligned with client objectives, ensuring targeted investment outcomes.
- Designed and created weekly and monthly comprehensive spending reports, abstracts and chart to present data and give investment strategies.
- Analyzed market trends and cycles to identify optimal distribution strategies, enhancing market share.
- Coordinated events and team efforts to streamline project workflows, improving overall productivity.
Manager – Banking Coordinator
IndusInd Bank
07.2019 - 08.2022
- Managed daily banking operations to ensure compliance with regulatory requirements and maintain financial integrity.
- Led team in operational strategy development to enhance customer service delivery.
- Develops focused strategies for acquiring, retaining, and growing select clients.
- Monitored staff performance, resolving issues to enhance team effectiveness.
- Oversaw performance evaluations, providing constructive feedback and guidance to team members.
- Coached, mentored and trained team members in order to improve their job performance.
- Provided operational support for query resolution, facilitating staff assistance and customer inquiry management.
Asst.Manager-Business Finance
SPA Capital Services Ltd
08.2016 - 04.2019
- Played a key role in revenue generation by interfacing with HNI, retail, and corporate clients.
- Provided excellent customer service to retail, HNI, and corporate clients while managing their investment portfolios.
- Advised clients on investment products including corporate fixed deposits, mutual funds, life insurance, bonds, debentures, general insurance, and real estate to generate business.
- Collaborated with co-operative banks and trusts to manage treasury investments.
- Developed tax savings solutions tailored to client income tax slabs.
Education
PGDBM - Finance
Symbiosis Centre for Distance Learning
01-2019
B.B.A (Hons) -
Arcade Business College
01-2015
Skills
- Client investment strategies
- Investment strategy
- Financial analysis
- Profitability analysis
- Financial forecasting
- Market trend analysis
- Market research
- Data analysis
- Strategic planning
- Banking operations
- Compliance management
- Banking reconciliation
- Project coordination
- Financial forecasting
Certification
- SAP Fico Certified,26
- IRDA, Certified
- AMFI, Passed AMFI (NISM V A-16)
Awards
- PAN India Rank 2 KAM in FY20-21
- Awarded for Top KAM in achieving highest liability growth.
- Recognized for collecting highest LI Premium by Branch Banking Head
- Consistent Achiever in various categories across the year
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Asst.Manager-Business Finance
DSP Asset Managers Pvt Ltd
08.2022 - 08.2023
Manager – Banking Coordinator
IndusInd Bank
07.2019 - 08.2022
Asst.Manager-Business Finance
SPA Capital Services Ltd
08.2016 - 04.2019
PGDBM - Finance
Symbiosis Centre for Distance Learning
B.B.A (Hons) -
Arcade Business College