Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Certification
Timeline
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Swamidas

Swamidas

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
DUBAI
01.2024 - 03.2025
  • 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
Bengaluru
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.

Inside Sales Representative

Policy Bazaar
Bengaluru
01.2020 - 09.2021
  • Meet or exceed sales targets and performance metrics set by Policybazaar.
  • Selling on call Insurance, Health Insurance of Varies Companies.
  • Achieving given target.

Career Counselor

Careeroverseas pvt ltd
Hyderabad
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

Govt High School -

Govt High School
Bidar
06.2005

BBA -

Delhi University
Delhi

Skills

  • Sales
  • Customer Service
  • Mutual Funds
  • Communication Skills
  • Microsoft Excel
  • Financial Stocks
  • Leadership
  • Knowledge of Finance
  • Search Engine Optimization
  • Digital Marketing
  • Google Analytics

Languages

  • Telugu
  • Kannada
  • Hindi
  • English

Accomplishments

  • Top Performer in sales team

Certification

  • Digital Marketing and Analyst

Timeline

Investment Manager

Square Yards Real Estate
01.2024 - 03.2025

Inside Sales Team Lead

Inshora financial services LLC
09.2021 - 12.2023

Inside Sales Representative

Policy Bazaar
01.2020 - 09.2021

Career Counselor

Careeroverseas pvt ltd
06.2017 - 12.2019

Electronics and Communication Engg -

Govt High School -

Govt High School

BBA -

Delhi University

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Swamidas