Finacle
Shalini Kumari
Analyst
NOIDA
Summary
Passionate to learn cutting modern finance system with creative mind set. To work in a professional and competent atmosphere that enables me to gain valuable exposure to financial practices, and explore my skill set and knowledge to effective deliver assign responsibilities and contribute to organizational growth along with personal development. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Portfolio Analyst
ICICI BANK
NOIDA
10.2020 - Current
- Manage the portfolio of Privilege & Wealth client
- Guide them for investment in equity, Mutual Fund, debt , insurance policy , annuity
- Manage the AUM of 30 Crore.
- Manage the book of 60 Crore.
- Arrange the bank data on excel Help in bank auditing Acquiring data from primary & secondary source & maintain data system
- Filtering & cleaning data Expertise in core banking solutions may be Finacle
- Creating weekly, monthly reports & dashboards
- Chasing & reporting actual achievements against targets.
- Evaluated portfolio performance and risk exposure to support client investment success.
- Provided strategy advice to high net worth clients.
- Facilitated portfolio performance review and implemented new strategies.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Coordinated with financial advisors to develop long-term investment strategies.
Education
B. Com -
Bhim Rao Ambedkar University
Intermediate - undefined
S.L.K College
MBA - Finance & Marketing
ITS Institute
Skills
Annual performance reviews
Market trends
Portfolio Management
Presentation skills
Account documentation
Fixed income investors
Strategic financial planning
Financial and operational reporting
Advanced financial analysis
Due diligence
Global bond strategies
Cash flow management
Risk rating reports
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- National institute of securities and development authority certified
Software
Power bi
Ms office
Certification
Financial Markets
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Portfolio Analyst
ICICI BANK
10.2020 - Current
B. Com -
Bhim Rao Ambedkar University
Intermediate - undefined
S.L.K College
MBA - Finance & Marketing
ITS Institute