Pallavi R

• Managing AUM of 34cr Mutual Fund,102 cr of Equity Portfolio.
• Designing and proposing investment strategies that enabled long term clients to achieve financial goals by risk analysis.
• Acquired new clients with the help of reference. Generated sales from portfolio. Collaborated cross-functionally on action which led to result.
• Appling investment knowledge to constantly upgrade investment portfolio content.
• Implemented effective communication strategies to build trust and rapport with clients, fostering long-term business partnerships.
• Collaborating with managers on key client issues with focus on implementing tax strategies to align with client business objectives.

During internship, I have learned:-

• How to Increased agency revenue by implementing effective sales strategies.
• Implemented targeted marketing campaigns to generate new business leads and increase market share within the region.
• Managed a diverse portfolio of clients, ensuring personalized service and appropriate coverage based on individual needs.