Akarsh G

Operations Associate

Bengaluru, Karnataka, India2 yrs 11 mos experience

Key Highlights

Strong background in financial management and investment advisory.
Proven ability to coordinate client relationships effectively.
Skilled in data interpretation and financial reporting.

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

Contact

bdvtakarsh@gmail.com LinkedIn

Skills

Core Skills

Client ManagementInvestment Advisory

Other Skills

AccountingAnalytical SkillsBudgetingCapital MarketsClient LiaisonClient ServicingCommunicationData InterpretationDirect SalesEnglishEquity ResearchFinanceFinancial AccountingFinancial AuditsFinancial Policies

Experience

2 yrs 11 mos

Total Experience

1 yr 1 mo

Average Tenure

8 mos

Current Experience

Jm financial services ltd

Assistant Manager

Oct 2025 – Present · 8 mos · Bengaluru, Karnataka, India

Motilal oswal financial services ltd

Senior Executive

Jul 2024 – Oct 2025 · 1 yr 3 mos · Bengaluru, Karnataka, India · On-site

Hdfc amc

Management Trainee

May 2023 – May 2024 · 1 yr · Bengaluru, Karnataka, India · On-site

Responsible for co-ordination with HDFC, Karnataka Bank branches for liaising with clients
Suggesting the clients to invest in our schemes according to their risk taking ability and requirement
Servicing of existing investors
Monitoring the servicing of clients with regards to their payments, redemptions and specific queries
Providing the acquired clients with market updates

Client LiaisonInvestment AdvisoryClient ServicingMarket UpdatesClient Management