Salonee Bhutra
Mumbai
Summary
Finance professional with 5+ years of experience in wealth management industry including comprehensive wealth planning, analyzing financial products & implementing strategic plans, seeking an opportunity to utilize analytical & interpersonal skills to enhance knowledge as well as to contribute in the growth of an organization. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
Work History
Associate Vice President - Products
UTI Asset Management Company
01.2024 - Current
- Responsible for creating overall product strategy for underlying asset class in conjunction to organizational objective, market landscape and product potential.
- Identifying existing gaps in product bouquet and create relevant products to fill in along with ideation to launch the products.
- Interaction with external stakeholders which includes intermediaries, rating agencies, individual customers on parameters which include product approvals, product trainings and product communication with updated portfolios and data points.
- Interaction with internal stakeholders which includes engagement with senior management and investment team for product related research.
- Responsible for effective communication across relevant channels and end customers.
Analyst - Investor Relation - Investment Advisory
J.P. Morgan Chase & Co
06.2022 - 01.2024
- Running various pre & post trade analysis, running lookthroughs on equity & fixed income portfolio's to maintain the deserved strategic & tactical asset allocation in the portfolio.
- Run daily performance analysis of the portfolio's to check which region/sector is impacted the most.
- Develop custom performance reports for client's portfolio.
- Preparing portfolio commentary's on bi-monthly basis & quarterly basis.
- Drafting of new request for proposal's for Private Bankers.
- Developing various presentations and marketing material for clients and private bankers.
- Leverage knowledge about our investments solutions, the markets, and views from the Chief Investment Office to Private Bankers, to target new business.
AM - Investment, Product & Strategy Advisory
Anand Rathi Wealth Ltd
04.2019 - 05.2022
- Preparing best suitable customized action plan for HNI & Ultra HNI clients based on the current financial assets & allocation.
- Review of Client's portfolio performance & drawing the interpretations on various financial products such as (Direct Equity, Mutual Funds, PMS & Structure Products) & their effect on overall return strategy and recommending accordingly.
- Responsible for qualitative & quantitative analysis of mutual funds through structured selection methodology.
- Carrying out Option 1 & Option 2 strategy comparison to give a clear perspective to client while selection.
- Identify Gaps within client's portfolio on basis of Risk and Return analysis for further investment opportunities.
- Creating an legalized vehicle to transmit the wealth and creating a safety net by making wills and private family trust for clients.
- Seek to establish a level of trust & confidence with the clients so that any financial needs can be addressed and solution offered.
- Active involvement right from targeting the prospects to on boarding, implementing & maintaining a long term service relationship with them.
Education
MBA - Finance
Durgadevi Saraf Institute of Management Studies
Mumbai 06.2016 - 05.2018
M.com - Accounting And Finance
University of Mumbai
Mumbai 06.2017 - 03.2019
B.com - Accounting & Finance
University of Mumbai
Mumbai 06.2013 - 04.2016
Skills
Microsoft Office
undefinedCertification
NISM VA - Mutual Fund Distributors
Timeline
NISM VA - Mutual Fund Distributors
02-2024
Associate Vice President - Products
UTI Asset Management Company
01.2024 - Current
NISM XB - Investment Advisor - Level 2
01-2024
NISM XA - Investment Advisor - Level 1
12-2023
Analyst - Investor Relation - Investment Advisory
J.P. Morgan Chase & Co
06.2022 - 01.2024
AM - Investment, Product & Strategy Advisory
Anand Rathi Wealth Ltd
04.2019 - 05.2022
M.com - Accounting And Finance
University of Mumbai
06.2017 - 03.2019
MBA - Finance
Durgadevi Saraf Institute of Management Studies
06.2016 - 05.2018
B.com - Accounting & Finance
University of Mumbai
06.2013 - 04.2016
Similar Profiles
Samiksha KothariSamiksha Kothari
Relationship Manager at UTI Asset Management CompanyRelationship Manager at UTI Asset Management Company
RUCHIKA MUNJEWARRUCHIKA MUNJEWAR
Manager( Relationship Manager) at UTI Asset Management CompanyManager( Relationship Manager) at UTI Asset Management Company
Abhishek PatilAbhishek Patil
Assistant Manager at UTI Asset Management CompanyAssistant Manager at UTI Asset Management Company