Swami Dass
Bengaluru
Summary
Dynamic Investment Manager with a proven track record at Square Yards Real Estate, adept at optimizing portfolio performance and enhancing client investment strategies. Skilled in Microsoft Excel and renowned for exceptional communication, I drive results through effective leadership and a deep understanding of financial markets.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Investment Manager
Square Yards Real Estate
01.2024 - 12.2024
- Company Overview: Contract Base
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Helping Client to invest In Equity.
- Helping customer to invest in Debentures.
- Helping to invest in Property.
- Time management.
- Microsoft excel.
- Contract Base
Inside Sales Team Lead
Inshora financial services LLC
09.2021 - 12.2023
- Provide exceptional customer service by greeting customers, assisting them with inquiries, and offering product recommendations.
- Preparing Quotations with all Major companies , Like HOA, Allied, Swyft, etc
- Selling U.S. life insurance and health insurance.
- Providing appropriate guidance to buy insurance for life and health.
- Cross-sold additional products and services to purchasing customers.
Sr. Sales Associate B2B Sales
PagarBook Pvt Ltd
01.2020 - 09.2021
- Identify potential small and medium-sized businesses (SMBs) to target
- Conduct product demos over phone or video call.
- Maintain CRM and sales records
- Meet daily/weekly targets on app downloads and activations.
- Up-sold and cross-sold products effectively, driving sales and increasing revenue.
Career Counselor
Careeroverseas pvt ltd
06.2017 - 12.2019
- Meet with clients to assess their immigration needs, goals, and eligibility for various immigration programs or visas.
- Conduct thorough interviews to understand their personal, educational, and professional backgrounds, as well as their specific immigration objectives.
Education
Electronics and Communication Engg -
05.2011
BBA -
Delhi University
Govt High School -
Govt High School
06.2005
Skills
- Sales
- Customer Service
- Mutual Funds
- Communication Skills
- Microsoft Excel
- Financial Stocks
- Leadership
- Knowledge of Finance
- Search Engine Optimization
- Digital Marketing
- Google Analytics
Accomplishments
- Top Performer in sales team
Certification
- Digital Marketing and Analyst
Languages
English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
kannada
Bilingual or Proficient (C2)
Telugu
Advanced (C1)
Timeline
Investment Manager
Square Yards Real Estate
01.2024 - 12.2024
Inside Sales Team Lead
Inshora financial services LLC
09.2021 - 12.2023
Sr. Sales Associate B2B Sales
PagarBook Pvt Ltd
01.2020 - 09.2021
Career Counselor
Careeroverseas pvt ltd
06.2017 - 12.2019
BBA -
Delhi University
Govt High School -
Govt High School
Electronics and Communication Engg -
Similar Profiles
Rizwan Razzak AliRizwan Razzak Ali
Senior Portfolio Manager at Square Yards Real Estate LLCSenior Portfolio Manager at Square Yards Real Estate LLC
Himanshu SharmaHimanshu Sharma
Marketing Manager at Square Yards Real EstateMarketing Manager at Square Yards Real Estate
SHRISHTI VASHISTSHRISHTI VASHIST
HR Recruiter at Square Yards Real Estate Inc.HR Recruiter at Square Yards Real Estate Inc.
Shaik SadiqShaik Sadiq
Senior DevOps Engineer at Hexaware Technologies LimitedSenior DevOps Engineer at Hexaware Technologies Limited
Shruthi RShruthi R
Accounts And Finance Head at M/s. Orbito CreativeAccounts And Finance Head at M/s. Orbito Creative