Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Activities
Certification
Timeline
Generic
SWETHA A

SWETHA A

Senior Manager - Wealth Management Services
CHANGANACHERRY

Summary

Versatile Senior Manager with over 7 years of experience specializing in wealth management services and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. Seeking to leverage my expertise developing and retaining long lasting client relationship in order to continue my successful career as a Wealth Manager for the company.

Overview

9
9
years of professional experience
1
1
year of post-secondary education
3
3
Certifications
1
1
Language

Work History

Senior Manager

Enquires Wealth
05.2021 - Current
  • Provide curated wealth management services to retail and HNI
  • Manage portfolio of Retail and HNI Clients
  • Develop and maintain relationships with affluent clients
  • Strategizing and assisting in the Financial Planning and Investment Planning of HNI Clients and rendering a profitable solution for them.
  • Review and evaluate portfolios on quarterly basis
  • Deliver comprehensive economic and market views, investment strategy.
  • Extremely organized and capable of managing clients, with impeccable attention to detail and effective communication skills.

Relationship Manager

HDFC Asset Management Company
03.2019 - 04.2021
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Increase AUM, Net Sales, SIP Book and its market share as well as improve Ranking of the branch in the market.
  • Channel Management - develop and strengthen relationships to promote schemes across MFD,RIA, National Distributors and banks; knowledge sharing and training of channel partners by making effective sales presentation on products; activation of dormant channel partners.
  • Ensure standards of customer service and compliance are met at the branch.
  • Responsible for training and familiarizing distributors with Market and Product outlook, product positioning, objection handling and clarifying any other queries/doubts

Client Service Officer

HDFC Asset Management Company
09.2018 - 03.2019

Human Resource Manager & Accountant

RC Interiors & Contractors
06.2018 - 08.2018

Audit Assistant

Padmanabhan R & Associates Chartered Accountants
05.2015 - 05.2016

Education

MBA -

Saintgits Institute Of Management

B.COM- Computer Application - undefined

National College Of Arts & Science, Trivandrum, Kerala

12th -

DR.Z.H.M.Bharatiya Vidya Vihar, Changanacherry, Kerala
06.2011 - 03.2012

10th - undefined

DR.Z.H.M.Bharatiya Vidya Vihar, Changanacherry, Kerala

Skills

Strong Relationship management

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Websites

Accomplishments

  • Vice President of INDO-RUSSIAN YOUTH CLUB (IRYC), Trivandrum, which is directly under the administration of Russian Embassy. 2015
  • Certified in NISM-Series-V-A & V - C: Mutual Fund Distributors Certification Examination
  • Certified in Tally ERP 9.0.
  • Certificate of appreciation on "Talent Sourcing Activity" from Saintgits Institute of Management
  • Awarded for Pursuit of Excellence, Net Sales & Net Revenue for 2021-2022, Equirus Wealth

Activities

  • Core committee member for the national level management Fest: "SIMTHESIS 9.0" - 2016 & "SIMTHESIS 10.0" - 2017, conducted by Saintgits Institute of Management, Kottayam
  • General Convener of 'Start, Strengthen & Monitor Government Schools', which was organized by DIYA - A HELPING HAND, Charitable society and INDO- RUSSIAN YOUTH CLUB (IRYC).

Certification

NISM V A , NISM V C, NISM X A , NISM X B

Timeline

Alternative Investment Fund

09-2024

NISM XXI

10-2022

Senior Manager

Enquires Wealth
05.2021 - Current

Relationship Manager

HDFC Asset Management Company
03.2019 - 04.2021

Client Service Officer

HDFC Asset Management Company
09.2018 - 03.2019

Human Resource Manager & Accountant

RC Interiors & Contractors
06.2018 - 08.2018

Audit Assistant

Padmanabhan R & Associates Chartered Accountants
05.2015 - 05.2016

12th -

DR.Z.H.M.Bharatiya Vidya Vihar, Changanacherry, Kerala
06.2011 - 03.2012

MBA -

Saintgits Institute Of Management

B.COM- Computer Application - undefined

National College Of Arts & Science, Trivandrum, Kerala

10th - undefined

DR.Z.H.M.Bharatiya Vidya Vihar, Changanacherry, Kerala

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SWETHA ASenior Manager - Wealth Management Services