S HITHYSHREE
•
Bengaluru,Karnataka
Summary
Dynamic and results-oriented professional dedicated to contributing tirelessly to organisational success while continually enhancing personal growth. Possesses strong communication, problem-solving, and multitasking skills, with a proven ability to thrive under pressure. Motivated Relationship Manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
3
3
years of professional experience
7
7
Certifications
5
5
Languages
Work History
Wealth Manager
ICICI Bank
Bengaluru
07.2023 - Current
- Managed financial portfolios of high net worth individuals
- Provided personalised investment advice
- Developed and implemented wealth management strategies
- Build long-term relationships with clients
- Stayed updated on market trends and financial products to offer optimal solutions.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
Strategy and Marketing ( Internship )
PR Talent and Production
Bengaluru
07.2022 - 08.2022
- Assisted in the process to bring dealership with the companies
- Conducted market research to gather insights on customer preferences, competitor strategies, and industry trends
- Event management and pre-launch events.
- Assisted in developing integrated marketing strategies for small businesses.
- Assisted in the planning and execution of company events, resulting in increased employee engagement and satisfaction.
Star Enterprise Events
Internship
Bengaluru
07.2021 - 08.2021
- Social Media Management
- Help Manage and schedule social media post and engage with online community
- Developing strategies to increase followers, creating and overseeing social campaigns, reviewing analytics.
Education
BCOM in finance and Accounting - undefined
Christ University
08.2020 - 6 2023
Pre University - undefined
Christ Pu College
06.2018 - 6 2020
Schooling - undefined
St Anne's High School
03.2008 - 4 2018
Skills
Ms ExcelPower PointPower BICRMGraphic Designing
Client Education
Financial Planning
Certification
Employee Engagement - ICICI
Personal Information
Date of Birth: 14 September 2001
Father’s Name : CN Sridhar
Mother’s Name : N Latha
Address : #41 2nd cross Cambridge road Bangalore 560008
Extracurricular Activities
- Taluk-Level throw ball tournament Bengaluru
- Member of Rotaract club Bengaluru
- University dance - Team DHWANI
- Proscenium
Disclaimer
hereby declare that the above-furnished details are true with proven records.
Date : 30/04/2024
Place : Bangalore
Timeline
Wealth Manager
ICICI Bank
07.2023 - Current
Strategy and Marketing ( Internship )
PR Talent and Production
07.2022 - 08.2022
Star Enterprise Events
Internship
07.2021 - 08.2021
BCOM in finance and Accounting - undefined
Christ University
08.2020 - 6 2023
Pre University - undefined
Christ Pu College
06.2018 - 6 2020
Schooling - undefined
St Anne's High School
03.2008 - 4 2018