Deepshree Jain Email & Phone Number

Spearheaded Client engagement, providing innovative marketing solutions to 50+ high-profile clients across the following broad operational areas:• Managed Client on-boarding, and product training• Promoted adoption and awareness of in-house products• Handled end-to-end engagement activities including building novel offers and campaigns• Planned and executed 50+ Customer Campaigns across phone and email channels, helping boost retention and repeat visits• Identified potential business improvement opportunities, and helped bridge the gap by proactively recommending the right move including cross/up selling, change in business strategy/operations etc.

Bengaluru Area, India

1.Verifying Portfolio Statements with the broker statements.2.Net Asset Valuation and Confirmation Tie-outs.3. Analysis and Review of Financial Statements.4.Audit of hedge funds and mutual funds as per Global Audit Methodology for Europe and US Clients.5.Maintained a strong client focus, be responsive to the onshore teams and clients and develop productive working relationships with onshore team

Master’S Degree, Banking And Finance, A

Activities and Societies: Conducted and hosted various events at the college fest Infinity'15 Won various events in the college fest Class.

Bachelor’S Degree, Finance, General, A

Activities and Societies: Won stocks event in the college fest Vistas'10 Master of Ceremony for various college fests

Schooling, Commerce

Activities and Societies: Member of the Eco-Club Head Girl of the School House Captain Initiated Environment Rallies Won various extempore.