Vishnu Sai Vaskuri
Hyderabad
Summary
Professional with experience in portfolio management and client advisory, adept at developing and implementing strategies to align with clients' financial objectives. Demonstrated ability to assess risks and monitor investments, ensuring optimal portfolio performance through regular evaluations. Proven track record in researching market opportunities and maintaining detailed customer records using CRM software, contributing to informed decision-making processes. Engaged in strategic discussions with senior executives to facilitate effective strategy execution.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Portfolio Manager
Square yards
Hyderabad
12.2022 - 01.2024
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Advised clients on risk management strategies to mitigate losses from volatile markets.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
Business Development Associate
Byjus
Hyderabad
02.2021 - 11.2022
- Researched new markets to identify opportunities for growth.
- Maintained accurate records of customer accounts using CRM software.
- Participated in meetings with senior executives to discuss strategy implementation.
Education
Bachelor of Engineering Technology - Electrical, Electronics And Communications Engineering
Sathyabama University
Chennai06-2019
Board of Intermediate Education - Board of Intermediate Education
Nri Academy
Vijayawada 05-2015
Secondary School of Education - Secondary School of Education
Sri Chaitanya Techno School
Narsapuram 04-2013
Skills
- Portfolio management
- Risk assessment
- Investment analysis
- Client advisory
- Customer relationship management
- Understanding plc basics
- Ladder logic
- Quality control
- Safety procedures
Certification
- Got certified from bharat sanchar Nigam limited for basic telecom networking and telecommunications.
- Got certified from bharat heavy electricals limited for plc and cnc machines.
- Certified for plc and cnc machines from mepac3 solutions.
Declaration
- I hereby declare the above mention details are true to the best of my knowledge and I am responsible for its accuracy.
Timeline
Associate Portfolio Manager
Square yards
12.2022 - 01.2024
Business Development Associate
Byjus
02.2021 - 11.2022
Bachelor of Engineering Technology - Electrical, Electronics And Communications Engineering
Sathyabama University
Board of Intermediate Education - Board of Intermediate Education
Nri Academy
Secondary School of Education - Secondary School of Education
Sri Chaitanya Techno School