Insiya Zakir

Business Development Executive

Bengaluru, Karnataka, India9 mos experience

Key Highlights

  • Strong background in Economics with practical finance experience.
  • Proven leadership in organizing successful events and initiatives.
  • Commitment to positive change through volunteer work.
Stackforce AI infers this person is a Finance and Event Management professional with a focus on sustainable entrepreneurship.

Contact

Skills

Core Skills

Wealth Management ServicesFinanceEvent ManagementTeam ManagementPortfolio Risk Management

Other Skills

Customer Relationship Management (CRM)Sales OperationsTrade MarketingStrategic CommunicationsClient RelationsProblem SolvingFinancial EconomicsCross-functional Team LeadershipData AnalysisQuantitative ResearchLogistics ManagementMutual FundsCritical ThinkingPublic SpeakingTeaching

About

With a Master's degree in Economics, I possess a strong interest in understanding investment and financial markets. I have gained practical experience through internships in portfolio management and mutual fund investment, complementing my strong theoretical background. Beyond academics, I thrive in leadership roles, steering college entrepreneurial events with expertise. Collaborating with diverse teams, I've orchestrated successful inter-collegiate events, showcasing my knack for event management and persuasive communication. Committed to fostering positive change, I actively engage in volunteer initiatives, from participating in teaching initiatives for marginalized communities to assisting in enriching workshops that support marginalized cultures. Whether leading teams or tackling individual projects, I prioritize thoroughness, efficiency, and integrity in all endeavors. 'Do it well, and do it with a smile!' will always remain my work ethic. I'm eager to leverage my economic expertise and effective skills to contribute to innovative projects and organizations that create positive change!

Experience

9 mos
Total Experience
9 mos
Average Tenure
--
Current Experience

Centurysoft

Content Specialist

Jan 2026Mar 2026 · 2 mos · On-site

Liquide

Business Development Executive

Jun 2024Apr 2025 · 10 mos · Bengaluru

  • Assessed client portfolios to enhance alignment with financial goals, boosting ROI.
  • Maintained high-retention client base via personalized communication and proactive follow-ups.
  • Delivered customized investment advice based on thorough market analysis and risk assessment.
  • Demonstrated resilience and consistency in a target-driven environment.
  • Utilized CRM tools to manage sales pipeline, track client interactions, and optimize onboarding.
Wealth Management ServicesFinance

Money managers

Portfolio Manager

Jun 2023Jul 2023 · 1 mo · Nagpur · On-site

  • Processed mutual fund transactions including purchases, redemptions, and SIPs with precise uploads on CAMS and RTA platforms.
  • Conducted daily NAV and client holdings reconciliation, ensuring data integrity and resolving discrepancies.
  • Coordinated with RTA (CAMS) for timely transaction updates, KYC validations, and investor detail adjustments.
  • Supported compliance checks in accordance with SEBI/AMFI regulations, including FATCA and KYC standards.
Portfolio Risk ManagementCustomer Relationship Management (CRM)

Mount carmel centre for innovation, incubation and entrepreneurship(mcciie)

Head of Logistics | Event Management

Feb 2023Apr 2024 · 1 yr 2 mos · Bengaluru · On-site

  • Spearheaded logistics operations for MCCIIE, fostering entrepreneurship across local and national platforms.
  • Partnered with The Future Founder's Co. to coordinate a successful citywide India Sustainability Startathon.
  • Led logistics for an intra-collegiate hackathon, promoting creative problem-solving among participants. Identified needs for small-scale entrepreneurs and established stalls at inter-collegiate events.
Event ManagementTeam Management

Education

Mount Carmel College, Palace Rd, Bengaluru

Master's degree — Economics

Jul 2022Jun 2024

Mount Carmel College, Palace Rd, Bengaluru

1st year

Jun 2019Jun 2022

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