Vivek Rathi
DOB 10-10-1995
Summary
Results-driven Manager with 6 years of experience in enhancing sales and operational efficiency and aligning team efforts with strategic objectives. Proven track record of ownership and initiative in fast-paced environments, consistently exceeding performance expectations. Strong ability to foster productive relationships and develop team capabilities. Committed to driving success through effective management and collaboration.
Overview
7
7
years of professional experience
Work History
Manager
BUCKSPEAK Pvt Ltd
HYD
01.2023 - Current
- Designed and managed portfolios by selecting funds based on investors' goals and risk profiles.
- Developed investment strategies incorporating ESG criteria for ethical investing and financial returns.
- Facilitated client onboarding, KYC verification, and financial transactions in investment sector.
- Conducted portfolio reviews with clients across cities to ensure alignment with investment objectives.
- Managed budgets and resource allocation for various departmental initiatives.
- Identified high-quality prospects to expand client base and enhance service offerings.
- Analyzed market trends to improve investment strategies and maximize returns for clients.
- Streamlined client interaction processes to enhance efficiency in managing investments.
Business Owner
Printopia World
Kolkata
03.2019 - 08.2023
- Offering tailored high-quality printing solutions to a diverse clientele.
- Managed daily operations of a custom printing business.
- Established relationships with vendors for sourcing materials and services.
Business Manager
Rathi Financial Services
Mumbai
02.2021 - 10.2022
- Achieved revenue growth of up to 40%.
- Specialized in financial services, focusing on recovery of unclaimed shares and dividends.
- Cultivated client relationships through strong interpersonal and negotiation skills.
- Identified opportunities across multiple cities to enhance client support.
Marketing Executive
Aquazoom AG
Kolkata
09.2018 - 07.2019
- Generated revenue growth of up to 20%.
- Identified potential power plant sites and established relationships with government authorities.
- Conducted site scouting and managed on-site operations.
- Developed public relations strategies to promote transition to hydroelectric power.
Education
NISM XV - RIA - Securities Market
National Institute Of Securities Market
Hyderbabd12-2025
NISM - V-A - Securities Market
National Institute Of Securities Market
Hyderabad01.2024
MBA - FINANCE
NMIMS
Mumbai08-2022
B.com - Accounts And Finance
Calcutta University
Kolkata07-2019
Class XII - Commerce
SLPS
Kolkata03-2015
Skills
- Investment analysis
- Portfolio management
- Clear communication
- Client relationship management
- Relationship building
- Team leadership
- Vendor management
- Partnership development
- Sales techniques
Timeline
Manager
BUCKSPEAK Pvt Ltd
01.2023 - Current
Business Manager
Rathi Financial Services
02.2021 - 10.2022
Business Owner
Printopia World
03.2019 - 08.2023
Marketing Executive
Aquazoom AG
09.2018 - 07.2019
NISM XV - RIA - Securities Market
National Institute Of Securities Market
NISM - V-A - Securities Market
National Institute Of Securities Market
MBA - FINANCE
NMIMS
B.com - Accounts And Finance
Calcutta University
Class XII - Commerce
SLPS
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