Sanya Oberoi

Business Development Executive

Faridabad, Haryana, India2 yrs experience

Key Highlights

Expert in managing high-net-worth client relationships.
Proficient in financial analysis and investment strategies.
Strong communication skills with a focus on client satisfaction.

Stackforce AI infers this person is a Financial Services professional with expertise in client relationship management and investment analysis.

Contact

Skills

Core Skills

Customer Relationship Management (crm)Financial ServicesAnalytical Skills

Other Skills

CommunicationInterpersonal RelationshipsMicrosoft ExcelMicrosoft Word

Experience

Icici prudential amc ltd

Relationship Executive- CEC

Jan 2024 – Dec 2024 · 11 mos · Delhi, India

Catering to HNIs and Ultra by offering specialized investment solutions in Mutual
Funds, PMS, and AIF, tailored to their financial aspirations.
Building and maintaining relationships with existing clients while actively seeking to
acquire new clients through strategic networking and outreach.
Profiling customers to understand their financial goals and risk tolerance, enabling
the creation of personalized investment plans and financial advice.
Ensuring the highest levels of service by providing timely communication and support
to address client needs and concerns.
Managing client portfolios by regularly reviewing performance and staying connected
with clients about their investment progress.
Assisting in the analysis of mutual fund portfolios, providing insights and
recommendations to optimize investment strategies for clients.

Customer Relationship Management (CRM)Financial ServicesCommunication

Fincart financial planners

Wealth Manager

Nov 2022 – Dec 2023 · 1 yr 1 mo · Noida, Uttar Pradesh, India

Roles & Responsibilities:-
Carrying out research to shortlist the best mutual funds among different categories.
Analysing mutual funds based on consistency and various ratios like- Alpha-Beta Decomposition, Sharpe, Jensen Alpha, Volatility using FE Analytics.
Recommending investments based on risk appetite, tax perspective and time horizon.
Using MS Excel to work out a financial plan for the retail clients thereby creating a model to achieve short-term and long-term goals.
Creating a strategy for retirement planning to utilise the available corpus optimally.
Designing & monitoring mutual fund portfolio, analysing existing investments with reference to client suitability, etc.
Acquire potential clients, understanding their requirements and helping them with their investments which also bring revenue to the organisation.
Reviewing portfolios of clients and evaluating their investment’s performance towards achieving their required financial goals.

Analytical SkillsMicrosoft ExcelFinancial Services

Investcare pvt. ltd.

Marketing Executive

Jul 2022 – Oct 2022 · 3 mos · New Delhi, Delhi, India

Responsible for conducting Investors Awareness Program, meetings in corporates & colleges
Learnt about Mutual Funds, equity, stock market and Portfolio management