Open to opportunities

Simona User

@simonauser3

Message

I advise HNI investors on portfolios, risk, and alternative investment products.

India

Message

What I'm looking for

I'm looking for a role where I can apply portfolio analysis, investment advisory, risk assessment, and process improvement to support informed financial decisions and long-term client relationships.

At Aditya Birla Sun Life AMC, I support HNI clients across mutual funds, PMS, AIF, and alternative investment products. I analyse asset allocation, concentration risk, volatility exposure, and suitability to provide investment advice aligned with client risk profiles.

My experience also includes branch operations and vault controls at IndusInd Bank, along with financial-services technology consulting at IBM using FileNet P8 and enterprise content management platforms. I bring an MBA in Banking & Finance and a practical focus on risk, compliance, process improvement, and data-driven financial decisions.

Experience

Work history, roles, and key accomplishments

Current

Relationship Manager

Current

Aditya Birla Sun Life AMC

Jul 2025 - Present (1 year 2 months)

Provided financial services consulting support to HNI clients across mutual funds, PMS, AIF, and alternative investment products. Performed portfolio-level analysis covering asset allocation, concentration risk, volatility exposure, and suitability, enabling data-driven investment advisory aligned with client risk profiles.

Investment Advisory Portfolio Analysis Risk Assessment Mutual Funds PMS Alternative Investments Consultative Selling