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Akansha Singh

Akansha Singh

Manager - Wealth Management

Followers of Akansha Singh3000 followers
location of Akansha SinghMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Financial modeling
    Capital markets
    Banking
    Equities
    Business analysis
    Wealth management
    Financial analysis
    Investment banking
    Strategic financial planning
    Mutual funds
    Team management
    Investments
    Financial planning
    Credit risk
    Business development
    Portfolio management
    Management consulting
    Management
    Business strategy
    Asset allocation
    Finance

  • About me

    Experienced Product Development Specialist with a demonstrated history of working in the financial services industry. Skilled in Mutual Funds, Management, Business Development, Financial Analysis, and Finance. Strong media and communication professional with a Master of Business Administration (M.B.A.) focused in Finance from Xavier Institute of Management.

  • Education

    • Xavier Institute of Management(XIM Bhubaneswar)

      2005 - 2007
      Master of Business Administration (M.B.A.) Finance

  • Experience

    • Axis Bank

      Jun 2007 - Sept 2010
      Manager - Wealth Management

    • CRISIL Limited

      Sept 2010 - Aug 2013
      Manager - Funds and Fixed Income research

    • Principal Retirement Advisors

      Aug 2013 - Oct 2016
      Senior Manager - Financial Planning and Quality Control

      I am responsible for the entire financial planning product offering .... Right from understanding the needs and requirements of the client to planning for him so that his financial goals can be met.I am specially responsible for ensuring the quality of our service offering. For this purpose, I ensure that all aspects involved in delivering the final product, be it operations, or investments, are working properly, so that the product ultimately delivered is of the highest quality.

    • ICICI Prudential AMC Ltd

      Nov 2016 - Jun 2017
      Senior Manager - products and communication

    • DHFL Pramerica Asset Managers Pvt. Ltd.

      Jun 2017 - Apr 2021

      Mutual fund product development and communication specialist

      • Assistant Vice President Product Management

        May 2019 - Apr 2021

      • Products Development and communication

        Jun 2017 - Apr 2021

    • MORNINGSTAR INVESTMENT ADVISER INDIA PRIVATE LIMITED

      Apr 2021 - May 2023
      Associate Director Product

    • JM Financial Asset Management Ltd

      Apr 2023 - now
      Vice President - Products

    • JM Financial Asset Management Ltd

      -
      Vice President - Products

  • Licenses & Certifications