PURUSHOTTAM N S BHAT
BENGALURU
Summary
Highly motivated Financial Advisor with a background of 2 years successfully implementing wealth management, risk management, investment and financial strategies to achieve individual and business success; Humble confidence and a strong degree of intellectual curiosity to further both personal and professional developments. Seeking a position serving individuals and families to plan for and protect their financial Futures through investments and insurance.
Overview
2
2
years of professional experience
Work History
Freelance Consultant
BENGALURU
07.2021 - 07.2023
- Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
- Collaborated closely with clients to better understand entire project scope.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Education
FINANCIAL RISK MANAGEMENT - RISK MANAGEMENT
GARP
11.2024
Skills
- Analytical Skills
- Financial Modeling
- Pricing strategy
- Cross-Functional Collaboration
- Risk management
- Communication skills
- Manage multiple projects
Languages
English
Advanced (C1)
Tamil
Intermediate (B1)
Spanish
Intermediate (B1)
Hindi
Intermediate (B1)
Timeline
Freelance Consultant
07.2021 - 07.2023
FINANCIAL RISK MANAGEMENT - RISK MANAGEMENT
GARP
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