Srijin V. S
Kozhikode,
Summary
Results-driven finance professional with a substantial investment strategy, trading, and portfolio management track record. Demonstrated expertise in financial modeling, market analysis, and trade execution, with consistent success in maximizing profits and minimizing losses. Skilled in client relationship management, financial advising, and delivering customized solutions that align with client goals. Adept at identifying growth opportunities, enhancing portfolio performance, and driving client satisfaction and loyalty in competitive financial environments.
Overview
1
1
year of professional experience
Work History
Relationship Manager
Capindex Enterprises LLP
Kozhikode
01.2022 - 07.2023
- Developed and implemented financial strategies to maximize profits and reduce costs
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty
- Identified opportunities for cross-selling and up-selling financial products to meet clients' objectives
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty
- Collaborated with internal teams to create customized financial solutions for clients
- Provided expert financial advice to clients, enhancing their decision-making process
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively
- Resolved client issues and complaints promptly, maintaining trust and loyalty
Education
NISM-Series-VIII: Equity Derivatives Certification Examination -
National Institute of Securities Markets
04.2024
NISM-Series-V-A: Mutual Funds Distributors Certification -
National Institute of Securities Markets
12.2023
B-Tech - Automobile Engineering
SRM Institute of Science and Technology
Kattankulathur01.2020
Senior Secondary (XII) - Science
Govt Medical College Campus Higher Secondary School
Kozhikode, Kerala01.2015
Secondary (X) -
Chinmaya Vidyalaya Higher Secondary School
Kozhikode, Kerala01.2013
Skills
- Financial strategy development
- Equity and market analysis
- Statistical and financial modeling
- Portfolio management
- Trade execution and optimization
- Client relationship management
- Customized financial solutions
- Cross-selling and upselling strategies
- Strategic advisory services
- Market intelligence and analysis
- Conflict resolution
- Business development in finance
- Client retention strategies
- Team collaboration and communication
Languages
- English
- Hindi
- Malayalam
- Tamil
Timeline
Relationship Manager
Capindex Enterprises LLP
01.2022 - 07.2023
NISM-Series-VIII: Equity Derivatives Certification Examination -
National Institute of Securities Markets
NISM-Series-V-A: Mutual Funds Distributors Certification -
National Institute of Securities Markets
B-Tech - Automobile Engineering
SRM Institute of Science and Technology
Senior Secondary (XII) - Science
Govt Medical College Campus Higher Secondary School
Secondary (X) -
Chinmaya Vidyalaya Higher Secondary School
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