Sourabh Kabra
Portfolio Manager Business Banking - LAP
Sikar
Summary
Accomplished Portfolio Manager offering many years of experience in developing recommendations for effective fund management. Adept at controlling risk, managing client relationships, and capitalizing on current trends. Looking to build a career and make a positive impact on investment strategies.
Overview
3
3
years of professional experience
1
1
Certification
2
2
Languages
Work History
Portfolio Manager Business Banking
AU Small Finance Bank
11.2022 - Current
- Working With Existing Portfolio Clients and Providing LAP Facility
- Recently Handeling Sikar, Churu & Jhunjhunu Location
- Customer Bucket Size 1 Cr. To 40Cr.
- Sourcing Throughout from Branch Banking, Direct & DSA Partners
- Developed and implemented portfolio strategies to meet clients' short-term and long-term
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
Import Move Coordinator
B Chitlangiya and Associates
11.2021 - 11.2022
- Developed relationships with external partners such as trucking companies and customs brokers.
- Worked closely with sales team to provide information about product availability and shipping options.
- Tracked shipments using various computer systems such as WMS.
- Analyzed customer needs to determine best shipping methods for cost savings.
- Developed and implemented strategies to improve logistics processes.
- Managed and coordinated the movement of goods between warehouses, customers, and suppliers.
- Reviewed invoices from carriers to confirm correct billing procedures were followed.
- Maintained detailed records of all shipments, deliveries, and related documents.
- Negotiated contracts with carriers for optimal pricing on freight services.
- Monitored warehouse operations to ensure accuracy in inventory tracking.
Education
Company Secretary - Commerce
Institute of Companies Secretary
New DelhiB.COM - Commerce
University Of Rajasthan
JaipurHigh School Diploma -
Bharat Bharti Public Sr. Sec. School
SikarHigh School Diploma -
Bharat Bharti Public Sr. Sec. School
SikarSkills
Currently Working With AU Small Finance Bank at Sikar Location in Business Banking Department - LAP handling more than 150 clients of mulitiple location including sikar churu and Jhunjhunu
Accomplishments
- Au Small Finance Bank Showing Faith in me and Giving DJFM Project to Qualify in 2022 and I proved my self and achieved the given project targets.
- Again in 2023 Au Small Finance Bank Showing Faith in me and Giving DJFM Project to Qualify in 2023 and I proved my self and achieved the given project targets twice
Certification
CS Foundation
Languages
6,C2
Education and Training
other,other,other,other
Timeline
Portfolio Manager Business Banking
AU Small Finance Bank
11.2022 - Current
Import Move Coordinator
B Chitlangiya and Associates
11.2021 - 11.2022
Company Secretary - Commerce
Institute of Companies Secretary
B.COM - Commerce
University Of Rajasthan
High School Diploma -
Bharat Bharti Public Sr. Sec. School
High School Diploma -
Bharat Bharti Public Sr. Sec. School
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