Open to opportunities

Sai Anusha Kavuru

@saianushakavuru

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Dynamic and results-oriented professional with a diverse background in wealth management, mutual fun

India

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What I'm looking for

Seeking a challenging role that leverages my skills and experience to drive business growth, optimize operations, and provide exceptional client service in a progressive organization.

As a seasoned professional with a diverse background in wealth management, mutual fund distribution operations, and tax credit advisory, I leverage my expertise to drive business growth, optimize operations, and provide strategic financial guidance to clients. With a proven track record of delivering exceptional client service, I excel in conducting in-depth market research, analyzing complex financial data, and developing tailored investment strategies.

Throughout my career, I have demonstrated my ability to work collaboratively, think critically, and adapt to challenging scenarios in fast-paced environments. I am committed to upholding organizational values with utmost ethical conduct and proficient in effective communication, engaging with clients, colleagues, and cross-functional teams through verbal and written means.

I am a results-oriented professional with a strong passion for driving business growth, optimizing operations, and providing exceptional client service. I am excited to leverage my skills and experience to contribute to the success of a progressive organization.

Experience

Work history, roles, and key accomplishments

Senior Associate - Tax Credits Incentives

alliantgroup

Mar 2021 - Dec 2022 (1 year 9 months)

Communicated with clients to understand their specific situations and determine eligibility for ERC. Assisted clients in gathering and organising the necessary documentation to support ERC claims, ensuring compliance with relevant regulations and guidelines. Prepared and submitted ERC claims on behalf of clients, including calculating the credit amount and completing required forms and schedules.

Documentation Compliance Law Tax Regulations

Operations and Research Associate - (Mutual Fund Distributor)

Active Rupee

Jan 2018 - Oct 2020 (2 years 9 months)

Facilitated the onboarding process for new clients interested in investing in mutual funds, ensured all necessary documentation was completed accurately and in compliance with regulations. Handled the processing of mutual fund transactions, including purchases, redemptions, exchanges, and systematic investment plans (SIPs) and systematic withdrawal plans (SWPs). Maintained client accounts, ensurin

Compliance Requirements Reporting

Wealth Manager - Trainee

Bajaj Capital Ltd

Jan 2017 - Jul 2017 (6 months)

Assisted senior wealth manager in identifying and acquiring new clients through various channels, including referrals, networking events, and marketing initiatives. Conducted in-depth financial analysis and assessments of clients' goals, risk tolerance, financial situation, and investment preferences to develop customized wealth management strategies. Conducted research on various investment produ