chaitanya shetty

Business Development Executive

Bengaluru, Karnataka, India6 mos experience

Key Highlights

  • Experienced in financial product advisory and client relationship management.
  • CFA Level 1 candidate with a passion for wealth management.
  • Strong background in investment management and financial analysis.
Stackforce AI infers this person is a Financial Services professional with expertise in Wealth Management and Client Advisory.

Contact

LinkedIn

Skills

Core Skills

Financial AdvisoryClient Relations

Other Skills

Investment ManagementLoan Product AdvisorInsuranceCustomer Relationship Management (CRM)Wealth Management ServicesFinancial AnalysisComputer LiteracyEquity Research AnalysisTech Career SkillsCapital Markets AnalysisFinancial ReportingProblem SolvingPortfolio Analysis

Experience

Rupeeboss financial services pvt ltd

Relationship Manager

Jul 2025 – Jan 2026 · 6 mos

  • Assisting clients in identifying suitable financial products (loans, credit solutions, insurance). Building client relationships and handling documentation for financial services.
Financial AdvisoryInvestment ManagementLoan Product AdvisorInsuranceClient RelationsCustomer Relationship Management (CRM)

Education

Dr. B.B. Hegde First Grade College, Near Mookambika Industries, Kundapura--576201

Bachelor of Computer Applications

VARASIDDHI VINAYAKA ENERGY PRIVATE LIMITED

PU

SCKEMS shiggaon

High school

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