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Radiant Hospitality Delhi : Operations Manager
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Radiant Hospitality Delhi : Operations Manager
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[QUOTE=Guest-IJT;131069][b]Name [/b]: Shweta [b]Email [/b]: shweta_khandelwal1987 AT live.com [b]Designation / Skillset[/b] : Analyst/Relationship Manager/Operations [u][b]Resume[/b][/u] : Objective With a background in finance I am Seeking challenging assignments in Wealth Management or Investment Banking Experience [b]Analyst Wealth Manager [/b]: Incredible Advisory Services Pvt. Ltd 6 Months [b]My key responsibilities include [/b]: - Management of an investment portfolio with a value in the tens of millions - Help HNI clients to determine financial and investment needs, and advising them on the right product mix based on their needs and risk appetite - Providing comprehensive wealth management solutions that maximize profitability for clients by constructing a full-fledged financial plan for the clients - Reviewing and updating the client’s financial portfolio from time to time - Coordinating with and supporting other team members - Preparing presentations covering a broad spectrum of investment advisory topics those include market and industry overviews, positioning and recommendations SarthiWm Since November 2010 - Helping Corporates & HNI’s in their investments as per there need. - Maintaining their portfolio & its analysis. - Cross selling of the products as per the need analysis of the Corporate & individual client. Achievements & Strengths - Designed a customized portfolio tracker excel sheet which gives snapshot of net worth of the clients including their returns (XIRR, YTD), track of their previous and on-going investments - Strong written and verbal communication skills - Patience and perseverance - The flexibility to work until the job gets done ------------------------------------------------------- [b]More Information about this submission and submitter [/b]:- ___________________________________________________ [b]Submission ID [/b]: 4346574 [b]Date & Time [/b]: 8th Jul 2011 10:04 AM (UTC) [b]IP Address [/b]: 59.177.112.247 [b]Browser Info [/b]: Mozilla/4.0 (compatible; MSIE 8.0; Windows NT 6.1; Trident/4.0; SLCC2; .NET CLR 2.0.50727; .NET CLR 3.5.30729; .NET CLR 3.0.30729; Media Center PC 6.0; InfoPath.2; .NET4.0C) Predicted Country : India[/QUOTE]
