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Sri Ram Kanagharetnam is a seasoned professional with expertise in risk management, financial advisory, and insurance. He has worked in various industries, including banking, construction, and finance, and holds multiple certifications in data analytics, project management, and insurance. With a strong educational background in micro and nanotechnology and O-levels, he is well-equipped to deliver personalized financial solutions to clients. As a detail-oriented financial planner, he is skilled in financial analysis, investment planning, and risk management. He is committed to providing exceptional customer service and helping clients achieve their financial goals through tailored solutions. With experience in providing administrative support and improving operational efficiency, he is adept at liaising between multiple stakeholders to ensure seamless operations. Sri Ram is passionate about helping clients achieve their financial dreams through a comprehensive and customized approach that takes into account their unique circumstances and goals. He is a results-driven professional with a strong foundation in financial analysis, investment planning, and risk management, and is dedicated to delivering exceptional results through collaboration, innovation, and continuous improvement.

Credentials

  • NICF-Analytics Implementation(SF) (SACUSTIMPL_mod)
    Lithan
    Nov, 2022
    - Apr, 2026
  • NICF-Data Queries & Visualization Basics
    Lithan
    Nov, 2022
    - Apr, 2026
  • NICF-Operational Analytics
    Lithan
    Nov, 2022
    - Apr, 2026
  • RETSF–Marketing Analytics
    Lithan
    Nov, 2022
    - Apr, 2026
  • Certified Associate in Project Management (CAPM)
    NTUC LearningHub
    Jan, 2017
    - Apr, 2026
  • ITIL Certification
    AXELOS Global Best Practice
    Dec, 2016
    - Apr, 2026
  • Cisco CCNA Routing & Switching
    NTUC LearningHub
  • Cisco CCNENT Routing & Switching
    NTUC LearningHub
  • CMFAS Health Insurance (HI) Module
    Singapore College of Insurance Limited (SCI)
  • CMFAS M5 Rules And Regulations For Financial Advisory Services
    Singapore College of Insurance Limited (SCI)
  • CMFAS M9 -Life Insurance And Investment-Linked Policies
    Singapore College of Insurance Limited (SCI)
  • CMFAS M9A-Life Insurance And Investment-Linked Policies II
    Singapore College of Insurance Limited (SCI)
  • NICF - MTA: Networking Fundamentals
    NTUC LearningHub

Experience

    • Quantity Surveyor
      • Dec 2016 - Apr 2017

      As a highly motivated Quantity Surveyor with 5 months of experience in the construction industry, I am eager to apply my skills and knowledge to deliver successful projects. My expertise lies in cost estimating, budgeting, and contract management. I am a quick learner, detail-oriented, and possess excellent communication skills that enable me to build strong relationships with clients, contractors, and stakeholders.- Quantify the building for facade maintenance work, Re sealant job, Paint works, Inspection works, and Glass installation works. Ensure the Project is successful within budget and timely taking into all accounts of risk assessment, contractual agreement and within regulatory requirement using the best mythology to achieve results.- Strong interpersonal skill helps to manage a team of professional to complete the project with satisfaction of internal and external stakeholders across cultural awareness.

  • ANZ
    • Singapore
    • Bank officer
      • Aug 2016 - Dec 2016
      • Singapore

      Results-driven Bank Officer in the banking industry. Skilled in customer service, sales, and financial analysis. Passionate about helping customers achieve their financial goals through personalized solutions.I am committed to providing outstanding customer service and helping clients achieve financial success. I am skilled in financial analysis, sales, and product knowledge, which allows me to offer tailored solutions to meet clients' unique needs. I am dedicated to continuous learning and growth in the banking industry, and am excited to contribute my skills and experience to ANZ bank.

  • AXA
    • Singapore
    • Financial planner
      • Oct 2014 - Jun 2015
      • Singapore

      Detail-oriented Financial Planner in delivering personalized financial solutions to clients. Skilled in financial analysis, investment planning, and risk management. Committed to helping clients achieve their financial goals through a comprehensive and tailored approach.As a Financial Planner , I am dedicated to providing my clients with the highest level of service and expertise. I have a deep understanding of the financial industry and the unique challenges that individuals and families face in achieving their financial goals. With a strong foundation in financial analysis, investment planning, and risk management, I am able to offer personalized solutions that are tailored to the specific needs of each client. I am committed to staying current with industry trends and regulations, and to continuously expanding my knowledge and expertise. My ultimate goal is to help my clients achieve their financial dreams through a comprehensive and customized approach that takes into account their unique circumstances and goals.Provide Financial Planning, Money Management, Risk Management, Tax advice and Business Solution to a wide range of businesses and individual clients complying with primary MAS code & guideline with AXA secondary guideline globally.Prepare and analyse client’s financial health (KYC) & needs (CDD) to develop a professional forecast solution.

    • Operations specialists
      • Jun 2012 - Jun 2014

      Highly organized Operations Specialist with experience in providing administrative support and improving operational efficiency. Skilled in project management, data analysis, and team leadership. Adept at liaising between multiple stakeholders to ensure seamless operations.As an Operations Specialist, I have honed my skills in providing administrative support and optimizing processes to ensure smooth municipal operations. I am skilled in project management, data analysis, and team leadership, and am committed to delivering exceptional results through collaboration, innovation, and continuous improvement. As a liaison between ship officers, support units, medical units, and internal HQ officers, I am adept at fostering strong relationships and facilitating effective communication to ensure all stakeholders are working towards a common goal. In my role as Admin Support Assistant for CO office and 194 SQN HQ, I have gained extensive experience in typing out correspondence, reports, and other documents, maintaining office files, and coordinating repairs to office equipment. I am proficient in maintaining confidential records and files, preparing agendas for board meetings, and assisting with the preparation of motions and procedures. As a Training CO-Ord Assistant, I have successfully coordinated training events with various agencies to better facilitate their programs with sufficient resources. My ultimate goal is to ensure that organizations are provided with sufficient resources to make effective decisions and that all stakeholders are working together towards a common goal to achieve operational excellence.

  • REC Singapore
    • Singapore
    • Intern
      • Oct 2011 - Jan 2012
      • Singapore

    • Internship
      • Apr 2011 - Oct 2011
      • Central Singapore

Education

  • 2008 - 2012
    Republic Polytechnic
    Micro and Nanotechnology
  • Pioneer Secondary
    O level

Suggested Services

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

Industry Focus. “Glass, Ceramics and Concrete Manufacturing”

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