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Isha Bubna

@ishabubna

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Finance professional with expertise in investment research and client success.

India

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What I'm looking for

I am a finance professional with an MBA in Finance, specializing in investment research, client onboarding, and client success. In my current role as a Client Relationship Manager at Vijay InvestEdge Pvt. Ltd., I manage client accounts, track portfolio performance, and provide personalized investment recommendations using advanced software tools. My ability to build strong relationships with clients ensures their satisfaction through tailored solutions and high levels of service.

Previously, I gained valuable experience as a Finance Research Intern at SageOne Investment Managers LLP, where I conducted industry-specific research focused on the Indian Solar sector and SME IPOs. My analytical skills helped support investment decisions and prepare comprehensive reports for senior analysts. Additionally, my internships in marketing and business development have equipped me with a well-rounded skill set that enhances my ability to engage clients effectively and contribute to business growth.

Experience

Work history, roles, and key accomplishments

Current

Client Relationship Manager

Current

Vijay InvestEdge Pvt. Ltd.

May 2025 - Present (1 month)

Onboarded and managed client accounts, tracked portfolio performance, and ensured seamless transaction execution. Generated mutual fund reports using NGEN software and tailored investment recommendations to client profiles.

Client Relationship Management Regulatory Compliance

Finance Research Intern

SageOne Investment Managers LLP

May 2024 - Present (1 year 1 month)

Conducted industry and company-specific research, with a focus on the Indian Solar sector and SME IPOs. Analyzed market trends to support investment decisions and prepared summary reports for senior analysts.

Market Analysis Report Preparation

Marketing Intern

Diginovix

May 2023 - Present (2 years 1 month)

Created marketing plans customized to client goals and budgets, and supported proposal development. Handled client communications and mentored new interns in digital outreach practices.

Marketing Planning Proposal Development Client Communication Outreach Mentoring

Business Development Intern

Born To Play

Jun 2020 - Present (5 years)

Conducted market analysis and supported business growth initiatives. Collaborated with project leads for client engagement and operations.

Market Analysis Business Growth Client Engagement Operations Collaboration

Education

Degrees, certifications, and relevant coursework

FLAME University

MBA in Finance, Finance

Completed a Master of Business Administration with a specialization in Finance. Gained expertise in investment research, client onboarding, and client success, preparing for a career in finance.