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DK@dhanashrikasar
Results-driven Financial Analyst & Wealth Manager with 5+ years experience.
IndiaI am a results-driven Financial Analyst and Wealth Manager with over 5 years of experience in mutual funds, portfolio management, and investment strategy. My expertise lies in managing high-net-worth individual (HNI) portfolios, conducting financial analysis, and utilizing advanced tools such as Excel and Power BI. I am certified by NISM in Mutual Funds and Portfolio Management Services, which underscores my commitment to maintaining high standards in financial practices.
Throughout my career, I have successfully designed investment plans for over 50 HNI clients and have been instrumental in achieving significant investment inflows through effective partner management. My experience also includes training and supporting relationship managers and channel partners, ensuring compliance with KYC regulations, and enhancing client engagement through innovative digital tools. I am passionate about leveraging my skills in financial reporting, forecasting, and client relationship management to drive success in the financial sector.
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Work history, roles, and key accomplishments
Robinhood Capital
Feb 2024 - Present (1 year 9 months)
Designed investment plans for over 50 HNI clients and provided product training for Relationship Managers. Built MIS systems, designed incentive structures, and drafted sub-broker agreements with compliance and legal teams.
Prudent Corporate Advisory Services
Jun 2023 - Present (2 years 5 months)
Onboarded channel partners for various financial products and achieved over ₹30 Cr in investment inflows through partner management. Trained partners on products, resolved portfolio queries, and supported HNI client meetings.
Zuvomo Pvt. Ltd.
Apr 2022 - Present (3 years 7 months)
Researched and created reports for cryptocurrency startups. Developed and presented pitch decks and presentations to Venture Capitalists.
SBI Mutual Fund (SBIMF)
Jan 2022 - Present (3 years 10 months)
Assisted in mutual fund sales and client engagement activities. Supported KYC documentation processes for new and existing clients.
E-Mark Solutions
Jan 2020 - Present (5 years 10 months)
Educated clients on investment strategies and managed their portfolios. Aligned client goals with investment plans through comprehensive needs assessments.
Degrees, certifications, and relevant coursework
Master of Commerce, Commerce
Completed a Master of Commerce degree, focusing on advanced business and financial concepts. Gained in-depth knowledge in various aspects of commerce and finance.
Global Financial Market Professional Certification, Global Financial Market
Obtained a Global Financial Market Professional Certification, enhancing expertise in financial market operations. Developed skills relevant to global financial instruments and trading.
Bachelor of Commerce, Commerce
Earned a Bachelor of Commerce degree, building foundational knowledge in business, accounting, and finance. Prepared for a career in the financial sector.
IndiaYou can contact Dhanashri and 90k+ other talented remote workers on Himalayas.
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