YASHWANT MISHRA, CWM

• Professionally communicated with companies interested in doing business together to close deals and negotiated for profitable margins.
• Analysed market demand and trends to develop accurate pricing strategies resulting in a 20% increase in revenue in three months.
• Effectively monitored daily sales and communicated with customers through emails, phone calls and instant messages resulting in reduction of order cancellation rate and increased customer base of 25%.

• Pitched the vision of the organisation to persuade and successfully recruit 25 students from University of Manchester and universities in India, to train in web designing and help local businesses and charities across three continents by providing them with their own website at a non-profitable rate during the Covid-19 Pandemic.

• Conducted an extensive research by analysing the investment and saving patterns of the Indian Household Sector under the Economics and Finance Cell and prepared a Powerpoint presentation on the same using key findings
• Coordinated with the Infrastructure Vertical to verify the accuracy of data of a policy draft and prepared a report on the same suggesting solutions.

• Gathered the given client's key investment objectives, risk appetite, investment restrictions, and other relevant information to enable the team to recommend a suitable investment solution.
• Analysed the financial statements of two companies and recommended their stocks to two clients according to their investment objectives and risk profile.
• Created two portfolios and balanced the weights of asset classes according to client suitability.

• Scrutinised an actively managed portfolio and provided suggestions to improve the performance of the same.
• Evaluated a publicly listed stock by conducting a SWOT analysis and prepared a PowerPoint presentation on the same.
• Analysed fixed income products and evaluated the price of a bond through matrix pricing.
• Accurately evaluated the Key Performing Indicators of an investment portfolio and optimized the allocation of products in the same to generate higher returns.

• Assessed three prospects for wealth management suitability and reviewed client profiles to propose suitable solutions after making informed decisions.

• Composed three prospecting messages to potential clients aiming to arrange virtual meetings for discussing their wealth management needs.

• Prioritised ten meetings from a list of twenty along with justifying the choices in an email to the manager and utilised effective communication to potentially gain clients and referrals.

• Created a clear and concise questionnaire for long-standing loyal customers to understand the needs, preferences, and demographics for a new credit card.
• Used survey information to choose the right features for a new credit card planned to be released in market and created a presentation on the same for the leadership team with added recommendations.
• Analysed raw data captured for the released credit card and created data visualisations summarizing the key insights for senior management.