Hi, I’m
Sai Eshwar
Wealth Manager
Hyderabad ,TG
Summary
Accomplished Wealth Manager skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition.
Overview
1
year of professional experience
5
years of post-secondary education
2
Certifications
4
Languages
Work History
Finwizard Technology Pvt Ltd Bangalore , Karnataka
Wealth Manager
07.2021 - Current
Job overview
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Kept client financial plans optimized for current market trends and economic conditions.
- Developed and maintained courteous and effective working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Conducted research, gathered information from multiple sources and presented results.
Education
Nitte University Bangalore
PGDM from Finance
07.2019 - 09.2021
University Overview
Graduated with 8.24 grade points and top 3 in the college.
SV University Tirupati
B.com from Accounting And Business Management
04.2016 - 05.2019
University Overview
Graduated with 8.5 grade points.
Skills
Investment advice
Certification
Mutual funds, NISM VA - [Two months]
Timeline
Mutual funds, NISM VA - [Two months]
08-2021
Wealth Manager
Finwizard Technology Pvt Ltd
07.2021 - Current
Certified Wealth Management , AIWMI - Two months
05-2021
Nitte University
PGDM from Finance
07.2019 - 09.2021
SV University
B.com from Accounting And Business Management
04.2016 - 05.2019
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