SAKSHI TANWAR
Delhi
Summary
Results-driven Investment Advisor with expertise in developing personalized investment strategies in real estate market and conducting thorough risk assessments. Proven ability to enhance client relationships and deliver tailored financial solutions. Results-driven professional with expertise in investment strategies and client communication. Proven ability to conduct risk assessments and develop customized investment plans that align with client goals.
Overview
2
2
years of professional experience
Work History
Investment Advisor
ALIENS GROUP
Hyderabad
12.2022 - 07.2023
- Assisted clients in developing personalized investment strategies
- Educated clients on financial products and investment options particularly Real Estate.
- Conducted risk assessments to evaluate client portfolios effectively.
- Utilized CRM software to track client interactions and investment activities.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Developed customized investment plans for clients based on their goals and resources.
- Developed marketing materials such as brochures, newsletters and presentations.
UI/UX Designer
ominous solutions
Mohali
01.2021 - 12.2021
- Conducted user research to gather insights for design improvements.
- Created wireframes and prototypes using industry-standard design tools.
- Designed intuitive user interfaces that enhance overall user experience.
- Assisted in creating user personas based on research findings and analytics.
Education
Master of Arts - Sociology
MIRANDA HOUSE COLLEGE, DELHI UNIVERSITY
New Delhi 12-2025
Bachelor's of Engineering - Computer Science And Engineering
CHANDIGARH UNIVERSITY
Mohali , Punjab 06-2023
Intermediate - CBSE
G.G.S.S.S. NO1
New Delhi 05-2019
Skills
- Investment strategies
- User interface design
- Data analysis
- Client communication
- Market research
- Risk assessment
- CRM utilization
- Project management
Languages
Hindi
First Language
English
Proficient (C2)
C2
Affiliations
- Reading
- Traveling
- Cooking
Accomplishments
- Earned felicitation certificates for excellent soft skills in the domain-winning camp
- Earned excellence award for Perfect attendance
Timeline
Investment Advisor
ALIENS GROUP
12.2022 - 07.2023
UI/UX Designer
ominous solutions
01.2021 - 12.2021
Master of Arts - Sociology
MIRANDA HOUSE COLLEGE, DELHI UNIVERSITY
Bachelor's of Engineering - Computer Science And Engineering
CHANDIGARH UNIVERSITY
Intermediate - CBSE
G.G.S.S.S. NO1