Experience

Sundaram Asset Management Co. Ltd.

• Financial Services
• 100 - 200 Employee

• Assistant Manager

  • Jul 2018 - Present



sterling sites

• United Arab Emirates

• Marketing Executive

  • Jul 2016 - May 2018



NJ India Invest Pvt Ltd

• kochi

• Unit Manager

  • Sep 2013 - Jul 2016

  Managed major equity portfolios, investment of Funds and Wealth Management; Conducted qualitative and quantitative research on investment products and financial products including stocks, bonds and mutual funds Conducted risk profile assessments and created model portfolios; assessed client behavior and market activities; prepared regular investment reports Reviewed markets and investment outlooks for various asset classes, ensured that investment menus remain contemporary and competitive Organized meetings and training programs for new and existing sub-brokers followed by tracking the accomplishment of sales targets; ensured due diligence procedures and regulatory mandates Ensured customer satisfaction by managing constant feedback and guiding customer on rate movement & cross currency operations Secured business by achieving delivery of service quality norms by interacting with clients, managed customer’s requests & grievances for customer satisfaction Maintained healthy relationship with clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan Provided individuals/ HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about Investments and Insurance Planning. Show less