Shrutika Kumar Email & Phone Number

SEO & Content Writing (Freelancer)Part of the startup team responsible for giving specs for website design, layout, content etc.Developing effective content for various target audienceWriting blogs on relevant subjects

• Developing effective content for various target audience• Writing blogs on relevant subjects

A boutique private wealth management firm handling HNIs investments in Mutual Funds, Stocks, Structure Products etc.); – Wealth ManagementResearch on clients folio- Doing secondary research on investment ideas suggested by client in equity, mutual funds, IPOs & other financial instruments thru webCo-ordinating with central research – Co-ordinations with central research team in Head office for proper dissemination of news & viewsCustomer Service – Ensuring all branch processes are followed as per guidelines, Co-ordinating with RTAs / AMCs to ensure timely submission of forms, Regular portfolio updates to clients, Assisting RMs in cross-selling & upsellingOperations & Compliance – Reporting suspicious transactions, Adherence to process audits, Dip Testing of account opening forms, Managing petty cash & other admin issues of the branchRevenue & Cost Management – Assisting Branch Manager in tight control of costs and reduce wasteful expenditure, Ensuring all revenue credits are reflected in BIU MIS, Liaison with central product team for timely updates on products & revenuesI was awarded the best service manager for FY 2009-10 from a team of 7 service managers across the country. I also achieved the highest audit ratings in all branch audits

Mba, Finance, General

MBA

B.Com, Economics Honors

Intermediate, Commerce