- Constructed, streamlined & customized financial reports which has shown return on investments of 13-14% annually.- Reviewed & ensured logics are accurate made in investment reports of 25+ client’s to match their expectations.- Assisted manager in analyzing strategies and alternatives to increase investor’s revenue by 14% annually and reduce volatility by 30%.- Acquired 5 HNI clients of net worth 15 crores through cold calling.- Performed comparative analysis for various financial instruments of existing investments which generated returns of 8-9%.- Provided clients with regular updates on their investments, including changes in value and performance compared to industry benchmarks of total AUM 75+ crores.

- Developed and maintained internal & external relationships with 10 clients, which were crucial for organization.- Assessed strategies of competitors, while avidly working to increase our own productivity by 30%.

- Analyzed 100+ funds’ performance with benchmarks & made strategies based on the decisions derived.- Lead a team of 110 trainees on fund valuation.- Re-aligned portfolio of 1000+ crores AUM to maximize 10-11% returns.

- Developed strategic long range plans for maximizing bank’s annual objective by 25%.- Provided suggestions and support for 5+ key day-to-day business operations.- Processed loan disbursement files for 6 customers which resulted in increase of loan sales by 5%.

- Increased customer base by 20% by collecting & evaluating various technical models.- Presented research on tech models with competitors which resulted in increasing 30% product effectiveness.- Participated in 15 training sessions and workshops on marketing techniques.