Open to opportunities

Darren Browne

@darrenbrowne

Message

I manage financial portfolios, client relationships, and high-volume administrative operations.

India

Message

What I'm looking for

I'm looking for a role where I can apply financial advisory, client relationship, operations, and digital workflow experience to improve service quality, strengthen compliance, and streamline high-volume processes.

At Snowball Financial Services, I managed a ₹43+ Crore high-net-worth portfolio for 380+ active clients, delivering financial planning, investment sourcing, portfolio reviews, and regulatory compliance. I also implemented digital onboarding systems that reduced client processing time by 30%.

I'm now supporting administrative operations, admissions, helpline services, digital records, and MS Teams access for more than 3,000 students at La Martiniere Girls’ College. I bring experience across client relationship management, portfolio oversight, CRM accuracy, process optimization, and technical support.

Experience

Work history, roles, and key accomplishments

Current

Office Assistant

Current

Lamartiniere Girls' College

Mar 2026 - Present (6 months)

Manages administrative operations and admissions support for an institution serving over 3,000 students. Directs the central helpline and student support channels, resolving inquiries and parent communication with high efficiency.

Administrative Operations Admissions Helpline Management Technical Troubleshooting Data Management

Relationship Manager / Financial Advisor

Snowball Financial Services

Oct 2021 - Feb 2026 (4 years 4 months)

Managed a high-net-worth portfolio exceeding ₹43+ Crores across 380+ active clients, driving portfolio growth and retention. Conducted comprehensive financial planning, investment sourcing, and recurring portfolio reviews to ensure optimal capital allocation.

Wealth Management Financial Planning Regulatory Compliance CRM Systems Digital Onboarding Process Optimization Customer Relationship Management