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 2026 – Mar 2026 · 2 mos · On-site

Liquide

Business Development Executive

Jun 2024 – Apr 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 2023 – Jul 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 2023 – Apr 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