Maneesha M

Maneesha M Email and Phone Number

4+ Years of Proven Expertise in Wealth Management and Financial Planning | Research Analyst - NISM Certified | Mutual Fund Distributor- NISM Certified | Financial Modelling, Data visualization, SAP FICO | Executive MBA
Maneesha M's Location
Bengaluru, Karnataka, India, India
About Maneesha M

With an MBA in Business Analytics and multiple NISM certifications, I am a passionate and skilled finance professional who specializes in financial planning and research analysis. I have three years of experience in supporting financial advisors and planners with the research and analysis needed to provide personalized financial advice and investment recommendations to their clients. As an Associate Financial Planner at Befree, I research and analyze financial products, investment opportunities, financial plans, conduct risk analysis, develop and maintain client databases and investment models. I have contributed to the success of several projects, such as securing a large contract with a high-net-worth client, increasing the user retention rate by 25%, and optimizing the portfolio performance by 15%. I am eager to apply my knowledge and proficiency in financial management to drive sustainable growth and optimize organizational performance.

Maneesha M's Current Company Details

4+ Years of Proven Expertise in Wealth Management and Financial Planning | Research Analyst - NISM Certified | Mutual Fund Distributor- NISM Certified | Financial Modelling, Data visualization, SAP FICO | Executive MBA
Maneesha M Work Experience Details
  • Befree
    Senior Associate Financial Planner
    Befree Feb 2022 - Nov 2024
    Bengaluru, Karnataka, India
    • Analyzed dynamic financial models to assess the impact of proposed investments and capital structure changes. Conceived and developed 25+ financial models that accurately predicted investment returns, resulting in a 50% - 55% accuracy rate. • Developed personalized financial plans for 100+ clients, with an average portfolio growth of 15% annually.• Implemented new investment strategies that led to a total increase of 8% to 10% in their investment portfolios over one year.• Regulated financial assessments for clients, identifying $100K in potential savings opportunities and recommending cost-cutting measures.• Utilized advanced financial software to analyze market trends and client data, leading to a 25% increase in overall client satisfaction ratings.• Evaluate potential investments through diligent research, providing valuable insights to aid decision-making processes.• Establishing Budget, Forecast and Actuals of all centres by different methodologies. Ad hoc analysis and identify opportunities for the client’s financial improvement and recommend actions.• Build and maintain strong client relationships, maximizing satisfaction, and fostering long-term partnerships. • Contribute to optimizing client portfolios by implementing formulated advice and continuously monitoring and adjusting investments as needed, resulting in an average annual return increase of 8%.• Conduct regular internal audits, ensuring compliance and readiness for future external audits, reducing audit preparation time by 15%.
  • Eq Addwise
    Research Analyst
    Eq Addwise Nov 2020 - Feb 2022
    Bangalore Urban, Karnataka, India
    • Conducted in-depth market research analysis for a variety of industries, resulting in the identification of 5 key trends that were leveraged to increase client satisfaction by 30%.• Utilized data visualization tools to present findings to senior leadership, leading to a 20% increase in project approval rates.• Collaborated with cross-functional teams to streamline research processes, reducing project completion times by 15%.• Stayed up to date on industry trends and developments, conducting competitor analysis and market research, resulting in the identification of new market opportunities and a 10% increase in market penetration.• Collaborating with other professionals, such as Fund Managers from the respective Asset Management companies.
  • Xcelerator
    Content Writer
    Xcelerator Jun 2019 - Aug 2019
    Bangalore Urban, Karnataka, India
    Worked as a Content Writer for Xcelerator through Internshala. Wonderful experience. Had exposure to the corporate world. Got an opportunity to work with VTU [ Visvesvaraya Technological University ] with reference to the syllabus formulation for Engineering Students. Organized an event where all the students could display their final-year projects. In addition to this, was part of the HR team to hire Interns from VTU college.
  • Nimbus Ventures
    Hostess
    Nimbus Ventures Mar 2018 - May 2018
    Bengaluru, Karnataka, India
    Head of Hospitality team. Quality Customer Service was our key motive at Nimbus venture who are responsiable for the IPL(Indian Premier League ) Event conducted in Bangalore.

Maneesha M Education Details

Frequently Asked Questions about Maneesha M

What is Maneesha M's role at the current company?

Maneesha M's current role is 4+ Years of Proven Expertise in Wealth Management and Financial Planning | Research Analyst - NISM Certified | Mutual Fund Distributor- NISM Certified | Financial Modelling, Data visualization, SAP FICO | Executive MBA.

What schools did Maneesha M attend?

Maneesha M attended Dayananda Sagar University, Bangalore University.

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