Shriya Agrawal
Gurugram
Summary
Chartered Wealth Manager with experience in formulating winning strategies based on clients' objectives and financial resources. Exhibits expertise in financial planning and analysis. Highly organized, proactive and punctual with team- oriented mentality.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Investment Manager
FINEDGE
05.2022 - 03.2023
- Managed and maintained 200 client portfolios in line with needs and desired achievements.
- Emphasized clear mission and vision to provide direction and purpose for investment, supporting overall financial plan.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Cultivated and established close business relationship with prospective and existing client.
- Performed financial reviews and produced tailored reports with client interest in mind.
Education
MBA - Finance
Lalit Narayan Mithila University
2022
M.COM -
Lalit Narayan Mithila University
2020
B.COM(H) -
Lalit Narayan Mithila University
2018
Skills
- Strong organizational and time management skills
- Exceptional communication and interpersonal skill
- Ability to work independently and as a part of team
- Detail-oriented and able to handle multiple tasks simultaneously
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Accomplishments
- Recognized as Employee of the month for outstanding performance and team contributions.
- Consistently maintained high customer satisfaction ratings.
Certification
- Preparing for CFA Level 1
- Chartered Wealth Manager: Level 2 ( Completed)
- Chartered Wealth Manager: Level 1 ( Completed)
- Mutual Fund Distributor: Series V- A (NISM)
- Equity Derivatives : Series VIII (NISM)
Timeline
Investment Manager
FINEDGE
05.2022 - 03.2023
MBA - Finance
Lalit Narayan Mithila University
M.COM -
Lalit Narayan Mithila University
B.COM(H) -
Lalit Narayan Mithila University
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