Saurabh Bramhecha
Nashik,MH
Summary
Portfolio Manager/ Equity research analyst with 6+ years of experience in investing & consulting, equity research & analysis & business development. Provided services in areas ranging from, but not limited to, Financial Statement analysis to equity valuation to financial modelling
Overview
6
6
years of professional experience
7
7
years of post-secondary education
4
4
Languages
Work History
Portfolio Manager/Equity Research Analyst
Finvest Solutions
Nashik, Maharashtra
04.2020 - Current
- Roles- To make regular sales calls to get prospective clients To identify their needs & advise them on schemes on basis of their financial goals
- To keep in touch with prospective clients through messaging,calling, social media & keep updating on benefits & features to convert them
- To take follow up of existing clients to review & reshuffle their portfolio according to their current requirements
- To provide diversification through various asset classes most suitable for the clients needs to achieve financial goal
- To keep updating about any new product or services to existing as well as new propects
- To keep myself updated with current financial news through regularly reading newspapers, magazines, articles, schemes, products, company reports To meet co-operative banks & society officials & directors to make them invest their funds
- To meet & interact with individuals across sectors to make social relations.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Performed due diligence and valuation processes.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed and presented proposals for new investments.
- Recommended investment strategies to meet client financial objectives.
- Facilitated portfolio performance review and implemented new strategies.
- Developed strategic plans for day-to-day financial operations.
Investment Analyst
Rishabh Finance
Pune, Maharashtra
04.2019 - 03.2020
- Roles- To call clients, meet them
- To follow up leads & identify their needs
- To associate & manage sales partners To provide them training needed to meet business goals
- To design a roadmap on monthly basis to achieve targets
- To identify strong as well as weak market segments
- To create new campaigns/schemes to increase partner sales
Equity Research Associate
AJB Enterprises
Nashik, Maharashtra
09.2017 - 03.2019
- Roles - To keep a check on stocks and order the required stock according to the orders
- To ensure proper loading and unloading of the goods and make a separate receipt for the damaged goods
- To maintain relation with the clients and ensure their satisfaction and outbound calling for expanding the business.
- Analyzed information to determine viability and rebalance portfolio.
- Developed reports for clients outlining statistical data points.
- Improved efficiency by Number% through alternative methods and creating new databases.
- Utilized screening tool to identify bottom-up stock idea identification.
- Orchestrated client-centered financial packages factoring in current market trends.
Business Development Manager
Neev Finance
Bangalore , Karnataka
09.2016 - 09.2017
- Neev Finance - BDM from,
- Roles- To meet and maintain relation with, of colleges and educational institutes and tie up with them for education fee loan scheme
- To help customer (parents) understand the scheme and solve their queries as well as help them in there documentation
- To check the cibil score of the parents.
Education
PGDBM - Finance/ Marketing
Jain University, Bangalore
Bangalore 08.2014 - 06.2016
B.Com - Economics
Mmcc
Pune 07.2011 - 04.2014
12th Std - Commerce
Orchid International School
Nashik 04.2010 - 04.2011
10th Std -
Orchid International School
Nashik 04.2008 - 04.2009
Skills
Microsoft Office – Word, Excel, PowerPointundefined
Timeline
Portfolio Manager/Equity Research Analyst
Finvest Solutions
04.2020 - Current
Investment Analyst
Rishabh Finance
04.2019 - 03.2020
Equity Research Associate
AJB Enterprises
09.2017 - 03.2019
Business Development Manager
Neev Finance
09.2016 - 09.2017
PGDBM - Finance/ Marketing
Jain University, Bangalore
08.2014 - 06.2016
B.Com - Economics
Mmcc
07.2011 - 04.2014
12th Std - Commerce
Orchid International School
04.2010 - 04.2011
10th Std -
Orchid International School
04.2008 - 04.2009
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