Shruti Verma

Business Development Executive

India10 yrs 6 mos experience

Highly Stable

Key Highlights

Over 12 years of experience in Banking and Finance.
Expert in data-driven wealth management strategies.
Proficient in advanced financial data analysis and visualization.

Stackforce AI infers this person is a Fintech professional with expertise in wealth management and data analysis.

Contact

Skills

Core Skills

Wealth ManagementData VisualizationRelationship Management

Other Skills

Branch Banking OperationsBusiness StrategyCash ManagementChannel Partner DevelopmentCustomer Relationship ManagementCustomer Relationship Management (CRM)Data AnalysisDatabase OptimizationDigital MarketingEmployee EngagementFamily Wealth ManagementFinanceFinancial AnalysisFinancial ReportingInternal Audits

About

Having 12+ years of Experience in Banking & Finance Domain

Experience

Fisdom

2 roles

Wealth Manager

Jan 2021 – May 2022 · 1 yr 4 mos

Data Analysis for Wealth Management:
Spearheaded data-driven wealth management strategies for Prestige Wealth Management, a top player in the financial sector.
Utilized Tableau for crafting comprehensive financial reports, offering clients insights into their investment portfolios, potential risks, and growth
opportunities.
Collaborated with asset management teams to enhance investment strategies and asset allocation recommendations based on real-time data
insights.
Processed and cleaned financial data using Tableau Prep, ensuring precise and up-to-date financial datasets for optimized investment decisions.
Developed advanced SQL queries to extract intricate financial data for a deeper understanding of market trends and to support bespoke investment
strategies.
Delivered a series of dashboards that provided detailed financial insights, including asset allocations, historical performance, and market
comparisons.
Designed a Portfolio Insights Dashboard with:Drill-down capabilities to dissect investment performance across asset classes. Highlights of strengths and areas of improvement for diversified portfolios.
Mastered complex Tableau tools, such as Data Blending, Level of Detail (LOD) expressions, and Table Calculations, to provide nuanced financial insights.
Database Optimization:
Established efficient database views to encapsulate financial metrics and investment logic.
Played a crucial role in performance monitoring and tuning of financial databases.
Optimized slow-performing queries, ensuring that financial data is accessible in real-time for urgent decision-making.
Achieved groundbreaking Tableau Report Optimization:Enhanced report performance significantly, reducing data retrieval times and ensuring faster
client updates.
Consistently updated reports and database structures to remain aligned with ever-evolving financial markets and client needs.

Data AnalysisTableauSQLFinancial ReportingDatabase OptimizationWealth Management+1

Wealth Manager

Jan 2021 – May 2022 · 1 yr 4 mos

Branch Banking OperationsFamily Wealth ManagementWealth Management

Axis bank

Priority Relationship Manager

Jan 2017 – Jan 2021 · 4 yrs · On-site

Worked as Priority Banking Relationship Manager .
Responsible for supervising the day to day running and operations of the bank, whilst at the same time creating a professional, helpful and customer friendly environment for staff to work in.
Thorough understanding of banking procedures.
Handling customer queries face to face, over the phone or via correspondence.
Marketing new financial products or services as in knowledge of fund management.
Presenting information clearly to customers, work colleagues and third parties.
Verifying customer data to detect and identify financial fraud.
Opening new bank accounts for individuals and also companies.
Responsible for cash management & Knowledge of foreign currency.
Ability to keep calm under pressure.
Self starter & highly disciplined.
Having the ability to work accurately & Attention to detail as well.
Relationship management.
To propagate customer towards Digital Banking.