Kirti Pathak Email and Phone Number
As the current Analyst at DBS Bank, my focus is on constructing personalized financial solutions that resonate with the sophisticated needs of High Net Worth Individuals. Our team expertly balances risk with opportunity, ensuring each client's portfolio is both secure and prosperous, thanks to our deep understanding of market dynamics and a keen eye for detail.I navigate the complexities of wealth management with a strategic approach, fostering robust client relationships. We thrive on delivering exceptional service, leveraging digital tools like Client connect software to enhance engagement and drive digital sales, all while upholding the highest standards of regulatory compliance.
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Analyst- Wealth Management ( Dbs Treasures)Dbs Bank Feb 2023 - PresentHyderabad, Telangana, India-Conduct comprehensive financial analyses for clients to assess their current financial status, investment objectives, risk tolerance, and investment preferences.-Develop personalized investment strategies and financial plans based on client goals, market conditions, and investment opportunities.-Perform portfolio analysis and asset allocation to optimize clients' investment portfolios and maximize returns while managing risk.-Stay updated on market trends, economic indicators, and regulatory changes to provide timely and relevant investment advice to clients.-Collaborate with internal teams such as product specialists, research analysts, and compliance officers to ensure alignment of investment strategies with client needs and regulatory requirements.-Monitor clients' portfolios regularly and proactively recommend adjustments or rebalancing strategies to capitalize on market opportunities or mitigate risks.-Prepare investment proposals, performance reports, and presentations for clients, highlighting investment strategies, portfolio performance, and market outlook.-Assist in onboarding new clients by gathering financial information, conducting risk assessments, and facilitating account opening processes in compliance with regulatory guidelines.-Provide exceptional client service by responding promptly to client inquiries, resolving issues, and addressing concerns related to their investment portfolios or financial plans.-Maintain accurate records of client interactions, transactions, and account documentation in compliance with internal policies and regulatory requirements. -
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Marketing InternPuravankara Limited Mar 2022 - Jun 2022Mumbai Metropolitan Region-Support the marketing team in developing and implementing marketing strategies to promote Puravankara Ltd's real estate projects.-Assist in creating marketing materials such as brochures, flyers, and presentations for various projects.-Conduct market research and analysis to identify potential target markets, trends, and competitors.-Coordinate with internal departments and external agencies to ensure timely execution of marketing campaigns and activities.-Assist in managing social media accounts and online platforms to increase brand visibility and engagement.-Participate in organizing events, exhibitions, and promotional activities to showcase Puravankara Ltd's properties.-Support the team in analyzing marketing metrics and preparing reports to evaluate the effectiveness of marketing efforts.-Collaborate with sales teams to provide marketing support and ensure alignment of marketing activities with sales objectives.-Stay updated on industry trends, best practices, and regulations related to real estate marketing.-Perform administrative tasks as needed to support the smooth functioning of the marketing department. -
Business Development ExecutiveHenry Harvin Jun 2021 - Aug 2021Gurugram, Haryana, India -
Business Development ExecutiveUnschool Jan 2021 - Jun 2021Gurugram, Haryana, India -
InterneeSurya Roshni Ltd. Jun 2019 - Jul 2019Malanpur (Bhind Road ) Gwalior
Kirti Pathak Skills
Kirti Pathak Education Details
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Marketing -
Business/Commerce, General -
Kendriya Vidyalaya No .1 Gwalior
Frequently Asked Questions about Kirti Pathak
What company does Kirti Pathak work for?
Kirti Pathak works for Dbs Bank
What is Kirti Pathak's role at the current company?
Kirti Pathak's current role is Analyst- Wealth Management | MBA in Marketing.
What schools did Kirti Pathak attend?
Kirti Pathak attended Ibs Mumbai, Itm University, Gwalior, Kendriya Vidyalaya No .1 Gwalior.
What skills is Kirti Pathak known for?
Kirti Pathak has skills like Leadership, Presentation Skills, Writing, Tally Erp, Income Tax, Public Speaking, Human Resources, Data Entry, Microsoft Powerpoint, Workforce Planning, Sales Operations, Communication.
Who are Kirti Pathak's colleagues?
Kirti Pathak's colleagues are Sanjana G, Zhongqiang Mao, Joe Chan Pmp® Cep®, Vanessa Ann Chung, Amit Sawant, Valentine Lie, Liu Wei.
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Kirti Pathak
State Vice President , State Spokesperson , Star Campaigner At Aam Aadmi Party Rajasthan .Ajmer1gmail.com -
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Kirti Pathak
Navi Mumbai
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