Eswari Ramachandran

Experience

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  VERTI GREEN FINANCIAL SOLUTIONS

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  #Mutual Fund Advisor
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  J. Singh &Associates

  Apr 2018 - Oct 2018

  Intern

  During my tenure with the firm, I had the opportunity to acquire and augment my financial expertise across various domains, including:Serving as a member of the finance team at the Chennai Port Authority.Managing data validation and meticulously reviewing registers.Taking an active role in the finance audit, shouldering key responsibilities.

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  J & S Global

  Apr 2019 - Aug 2019

  Intern

  While working within the firm:- I played a pivotal role in supporting accounting and pay slip management for diverse companies.- Leveraging my expertise in accounts, I collaborated closely with the sales team, assisting in paperwork and facilitating seamless payment processes.

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  ICICI Prudential Mutual Fund

  Jun 2022 - Jul 2023

  Relationship Manager

  Managed daily interactions with clients, addressing their needs and queries promptly.Offered timely suggestions as required. Oversaw interns, providing training to propel their career development.

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  Kotak Mutual Fund

  Aug 2023 - now

  Assistant Manager

  Empowering customers to achieve their dreams through thoughtful financial guidance.- Managing diverse client portfolios by comprehensively understanding their needs and providing responsive solutions. - Aiding team growth by discerning and addressing their requirements. - Guiding and mentoring interns to align with market demands. - Conducting daily and status meetings to assess sales situations, ensuring the achievement of sales targets.