Account Manager
Current- 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.