Abilash S Kumar Email & Phone Number

Chennai, Tamil Nadu, India

Chennai, Tamil Nadu, India

As a full-time Financial Analyst at AssetPlus, a fintech company, I was entrusted with the responsibility of managing B2C clients and their investment portfolios. My role involved closely monitoring and optimizing client portfolios to align with their financial objectives and risk tolerance. I actively engaged with clients, educating them about various investment products such as mutual funds FD's, insurance etc., providing valuable insights and guidance to help them make informed investment decisions. Additionally, I conducted thorough reviews of existing client portfolios, analyzing performance, and identifying opportunities for growth and diversification. Being a part of a dynamic fintech environment, I stay updated with the latest market trends and regulatory changes to ensure that my clients receive the most up-to-date and relevant investment advice. My dedication to delivering exceptional service and fostering long-term client relationships has been a key driver of success in this role.

Chennai Area, India

As a full-time Investment Advisor at Fundsindia, a Fintech organization, I had the privilege of managing a substantial portfolio of over Rs.130 crores+ in assets under management (AUM) and a SIP book of 1.2 crores. My primary responsibility was to oversee and optimize customer and client investment portfolios, ensuring their alignment with financial goals and risk preferences. In addition, I actively participated in marketing campaigns to generate sales within my team, contributing to the company's growth and success. I also played a crucial role in assisting with business strategy, leveraging my expertise to support the company's overall objectives. Furthermore, I had the opportunity to train new team members on the platform and product, sharing my knowledge and helping them excel in their roles. Moreover, I proactively devised marketing campaigns to generate client interest and attract new investors. Lastly, I regularly reviewed and analyzed existing client portfolios, providing insightful recommendations for portfolio adjustments and enhancements.

Chennai

During my 4-month internship at a SPORTINDIA, I gained valuable experience in managing various sports events independently. I was responsible for overseeing tournaments in tennis, cricket, and badminton, all of which took place in Chennai, India. My work encompassed diverse tasks, including event marketing, customer relationship management, and coordination with location owners and vendors to ensure the seamless execution of each event. This internship provided me with hands-on experience in the dynamic world of sports event management and enhanced my skills in event planning, organization, and communication. Overall, it was an enriching opportunity that allowed me to develop my professional abilities and contribute to the success of multiple sporting events.