Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shweta Joshi

Ahmedabad

Summary

Dynamic Manager with a proven track record at TheFixedIncome- Techwealth Capital Services Pvt. Ltd., excelling in portfolio management and client relationship management. Spearheaded initiatives that enhanced workflow efficiency and improved client satisfaction, while effectively leading a high-performing team. Skilled in investment analysis and adept at problem-solving to drive business growth.

Overview

4
4
years of professional experience
5
5
years of post-secondary education

Work History

Manager

TheFixedIncome- Techwealth Capital Services Pvt. Ltd.
Ahmedabad
07.2021 - Current
  • Managed daily operations of investment analysis team for financial services.
  • Oversaw project initiatives to enhance client portfolio management processes.
  • Coordinated communication between departments to streamline workflow efficiency.
  • Facilitated team meetings to discuss project updates and strategic planning initiatives.
  • Reviewed investment strategies and provided feedback for continuous improvement efforts.
  • Engaged with clients to address inquiries and provide exceptional service support.
  • Monitored staff performance and addressed issues.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
  • Addressed inquiries from clients and department team members specificto bonds and other fixed-income instruments.
  • Performed periodic reviews of client portfolios in order to identify areasrequiring further attention or improvement.
  • Analysed customer data to identify areas of risk and potentialopportunities for growth.

Education

MBA - Finance

Parul University
Vadodara
06.2019 - 05.2021

BBA - Finance

Parul University
Vadodara
05.2016 - 05.2019

Skills

  • Portfolio management
  • Investment analysis
  • Client relationship management
  • Performance monitoring
  • Team coordination
  • Effective communication
  • Problem solving
  • Time management
  • Customer service
  • Business development
  • Customer relationship management (CRM)
  • Competitor research
  • Operations management
  • Team leadership
  • Decision-making

Timeline

Manager

TheFixedIncome- Techwealth Capital Services Pvt. Ltd.
07.2021 - Current

MBA - Finance

Parul University
06.2019 - 05.2021

BBA - Finance

Parul University
05.2016 - 05.2019
Shweta Joshi