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.
United States
