RADHIKA S R
Bengaluru
Summary
Dynamic Senior Wealth Advisor with a proven track record at Equentis Wealth Advisory Services Ltd., excelling in portfolio diversification and client relationship building. Spearheaded pre-IPO investments, boosting revenue. Expert in analyzing financial data and market trends, ensuring wealth preservation and profitability. Highly motivated, with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Wealth Advisor
Equentis Wealth Advisory Services Ltd. - Research And Ranking
Bengaluru
06.2024 - Current
- Managed and advised high-net-worth individuals (HNIs), institutional investors, and retail clients on pre-IPO investment opportunities.
- Built and maintained strong client relationships, providing insights on market trends, upcoming IPOs, and investment strategies.
- Identified and evaluated high-growth private companies nearing public listing, conducting financial analysis, and due diligence.
- Successfully pitched and closed pre-IPO deals, achieving sales targets, and driving revenue growth.
- Ensured compliance with SEBI regulations and internal policies while managing investor onboarding and documentation.
- Provided end-to-end client support, from investment selection to deal execution, and post-investment monitoring.
Business Development Manager
Byju's - The Learning App
04.2023 - 05.2024
- Successfully led a team of 5 Business Development Associates in surpassing sales targets, resulting in a 30% increase in revenue
- Implemented effective sales processes and strategies that streamlined operations and improved team productivity by 20%
- Developed and maintained key client relationships, resulting in long-term partnerships and repeat business opportunities
- Conducted regular performance reviews, identified skill gaps, and provided targeted training and development to enhance team members' capabilities
Senior Business Development Associate
Byju's - The Learning App
01.2021 - 03.2023
- Successfully expanded client base by 25% and increased revenue by 30% through effective business development strategies
- Led the launch of new products/services, resulting in a 20% increase in market share within the first year
- Managed key client relationships, consistently exceeding customer satisfaction targets and driving repeat business opportunities
- Developed and implemented a comprehensive financial analysis framework, resulting in improved forecasting accuracy by 15%
Internship Trainee
NDG - India Paper Products
08.2019 - 11.2019
- Prepared and reconciled ledgers, journals, and bank books, allowing for accurate and timely financial reporting
- Conducted GST filing and e-way billing with high accuracy, ensuring compliance with tax laws and regulations
- Successfully analyzed data and identified discrepancies, resulting in the implementation of process improvements and increased efficiency in the finance department
- Assisted in the preparation of financial statements, allowing for clear and concise reporting to relevant stakeholders
Education
M.Com - Finance and Accounting
Bangalore Central University
Karnataka01.2020
B.Com - Computer Application
Kannur University
Kerala01.2018
Skills
- Analyze financial data
- Evaluate market trends
- Develop growth strategies
- Drive profitability
- Conducting market research
- Competitor analysis
- Developing go-to-market strategies
- Portfolio management
- Investment strategies
- Portfolio diversification
- Wealth preservation
Certification
- Certificate of Merit in Advanced Diploma in Computer Application.
- Certificate of Participation in Corporate Roadies (Best Manager), Event of Samyoga 2019, SIMS, Bangalore.
- Certificate course in SAP, Tally, Soft Skills and Advanced Excel.
- Certificate of Participation in Workshop on 'An Effective Business Planning and Decision Making through SAP (FICO).
Publications
A study on emojis in marketing communications, Seshadripuram Journal Of Social Sciences, Special Issue, 12/01/19, 2581-6748, http://mcom.sfgc.ac.in/online-journal
Languages
Malayalam
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Kannada
Intermediate (B1)
B1
Tamil
Advanced (C1)
C1
Timeline
Senior Wealth Advisor
Equentis Wealth Advisory Services Ltd. - Research And Ranking
06.2024 - Current
Business Development Manager
Byju's - The Learning App
04.2023 - 05.2024
Senior Business Development Associate
Byju's - The Learning App
01.2021 - 03.2023
Internship Trainee
NDG - India Paper Products
08.2019 - 11.2019
- Certificate of Merit in Advanced Diploma in Computer Application.
- Certificate of Participation in Corporate Roadies (Best Manager), Event of Samyoga 2019, SIMS, Bangalore.
- Certificate course in SAP, Tally, Soft Skills and Advanced Excel.
- Certificate of Participation in Workshop on 'An Effective Business Planning and Decision Making through SAP (FICO).
M.Com - Finance and Accounting
Bangalore Central University
B.Com - Computer Application
Kannur University
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