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