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Kaveri K.

Kaveri K.

Intern

Followers of Kaveri K.967 followers
location of Kaveri K.Hyderabad, Telangana, India

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  • Timeline

  • About me

    Wealth Manager specializing in Client Communication and Financial Services

  • Education

    • SkillArbitrage

      2023 - 2024
      Certification Course Remote work revolution for women - Artificial Intelligence

    • GITAM Deemed University

      2013 - 2016
      Bachelor of Business Administration - BBA Accounting and Business/Management

      Activities and Societies: In GEM-2016 Headed the Operation/HR Department.

    • Indian Institute of Management Ahmedabad

      2024 -
      Executive education Accelerated General Management Course

    • Institute of Insurance and Risk Management

      -
      PGDM financial services and risk management

  • Experience

    • Cholamandalam MS General Insurance Co. Ltd.

      May 2017 - Jun 2017
      Intern

      My project was on risk evaluation of crop insurance , in which i have identified the risk and the risk occurrence of each crop in each town wise all over India. And i have understood the pricing of premium and the bidding of premium in the ecosystem of the crop insurance.

    • RenewBuy

      Apr 2018 - Nov 2018
      Management Trainee

    • Gudla & Associates

      Dec 2018 - Dec 2020
      Audit Assistant

    • Self-employed

      Jun 2020 - Jul 2021
      Freelance Writer

    • MW PARTNERS

      Jul 2021 - Dec 2021
      Research Analyst

    • All You Need

      Aug 2021 - Nov 2021
      Researcher

    • Purnartha Investment Advisers Pvt. Ltd.

      Feb 2022 - now
      Wealth Manager - HNI Client relationship

      Developing customer base and establishing long term relationships with an assigned clientele portfolio.promoting our premier service to potential customers,exploring their needs and making referrals to other business units where appropriate.Supporting branch improvement initiatives providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.

  • Licenses & Certifications

    • JPMorgan Chase - Investment Banking Job Simulation

      Forage
      Aug 2024
      View certificate certificate

    • NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Oct 2023

    • Essentials of supply chain Management

      Nitte Meenakshi Institute of Technology
      Dec 2021
      View certificate certificate

    • IMUN ONLINE CONFERENCE 83.0

      International MUN
      Nov 2021
      View certificate certificate