Sooraj Subbayyan
Ernakulam
Summary
Professional with 7 years of experience in financial assessment, portfolio management, and consultation for HNI and NRI clients. Also, have 2+ years of experience as a Business Immigration Analyst.
Overview
11
11
years of professional experience
1
1
Certification
Work History
SENIOR BUSINESS IMMIGRATION ANALYST (TEAM LEAD)
Fragomen Immigration Services India (Pvt) Ltd.
COCHIN
04.2014 - Current
- Allocating day-to-day tasks to suitable team members.
- Providing admin support for managers.
- Conducting process training for new hires during onboarding.
- Presenting process to the upper management level.
- Managing and overseeing administrative tasks for the team.
- Assisting the clients with the immigration process.
- Maintaining an accurate record and invoices for the services provided.
- Keeping clients up to date with their immigration status and communicating any foreseeable delays.
- Reviewing the submitted documents.
FINANCIAL CONSULTANT -
Geojit Financial Services Ltd.
COCHIN
04.2014 - 03.2021
- Responsible for meeting the requirements of both Resident and NRI customers through tailored financial solutions
- Identified prospective clients and matched their requirements with suitable products, resulting in successful generation of business from existing accounts and continuous sales growth.
Education
B Tech - Mechanical Engineering
M.A College of engineering
Kothamangalam01.2011
Skills
- Basic knowledge in Power BI
- Effective Team Management
- Portfolio management
- Financial Planning
- Relationship Management
- Communication & Negotiation
- Client Acquisition & Retention
- Attention to Detail
- Reports & Documentation
- Strong verbal and written skills
- Presentation abilities
- Critical thinking abilities
Accomplishments
- Received excellent and strong feedback from clients on Client service.
- Recognized for excellent productivity, accountability, efficiency, Teamwork & Leadership.
- Promoted to the position of Lead in a very short time.
- Organizing engagement activities in our department.
Certification
- Certification in “Association of Mutual Funds in India”
- Certification in “Securities Operation and Risk Management “
- Certification in “Equity Derivatives”
Languages
- English
- Malayalam
- Hindi
Timeline
SENIOR BUSINESS IMMIGRATION ANALYST (TEAM LEAD)
Fragomen Immigration Services India (Pvt) Ltd.
04.2014 - Current
FINANCIAL CONSULTANT -
Geojit Financial Services Ltd.
04.2014 - 03.2021
B Tech - Mechanical Engineering
M.A College of engineering
- Certification in “Association of Mutual Funds in India”
- Certification in “Securities Operation and Risk Management “
- Certification in “Equity Derivatives”
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