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Robin Mani

Investment Counselor at Upwardly
Intro Book
Investment advisor with portfolio management and financial reporting expertise.
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Location
Bengaluru, Karnataka, India, IN
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Bio

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Robin Mani is a seasoned investment advisor with 11 months of experience in managing portfolios for clients and preparing financial reports. He holds a Bachelor of Commerce degree from GLA University and certifications in digital marketing and mutual funds.

Credentials

  • Digital Marketing
    Internshala
    Apr, 2021
    - Apr, 2026
  • NISM V-A: Mutual funds
    National Institute of Securities Markets (NISM)
    Aug, 2018
    - Apr, 2026

Experience

  • Upwardly
    • Bangalore
    • Investment Counselor
      • Oct 2017 - Aug 2018
      • Bangalore

      ● Worked as an investment advisor in a financial advisory and wealth management platform.● Worked on managing portfolio for clients.● Prepared reports: Retail sales report of Company, Corporate sales Report of Company Etc.● Client acquisition● Financial analysis for financial planning● Critiquing & analyzing financial data of clients to understand their requirements● Increasing work efficiency by experimenting on different strategies (for team)● Retention of previously acquired clients and getting referrals from them● Helping new employees to get familiar with the platform (interns)

Education

  • 2014 - 2017
    GLA University
    Bachelor of Commerce - BCom, Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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