Talk to sales Try for Free
Sakshi Swaroop

Sakshi Swaroop

Support Matter Expert

Followers of Sakshi Swaroop2000 followers
location of Sakshi SwaroopPune, Maharashtra, India

Connect with Sakshi Swaroop to Send Message

Connect

Connect with Sakshi Swaroop to Send Message

Connect

  • Timeline

  • About me

    Account Manager | Building Strong Client Relationships | Expertise in Client Success, Business Development, Financial Modelling and Reporting, Data Analysis, Smart Contracts & Distributed Ledger Technologies

  • Education

    • DAV Public School MCL,Brajrajnagar

      -
      Higher Secondary School Computer Science

    • Indian Institute of Technology, Kanpur

      2022 - 2022
      Post graduate Program Professional Certificate Program in Blockchain

    • Dr.Vishwanath Karad MIT WORLD PEACE UNIVERSITY|PUNE

      2021 - 2023
      Master of Business Administration - MBA Banking and Financial Support Services

    • Regional College of Management (RCM), Bhubaneswar

      2018 - 2021
      Bachelor of Business Administration - BBA Finance, General

  • Experience

    • Tech Mahindra

      Aug 2019 - Nov 2019
      Support Matter Expert

    • Edelweiss Financial Services Limited

      May 2022 - Aug 2022
      Wealth Management Affluent

      -Aquisition In B2b.-Advising clients on financial product and services.-Managing Investment.-Personal Wealth Sales.

    • Anand Rathi Wealth Limited

      May 2023 - now
      Account Manager

      1. Financial Planning, Portfolio Strategy and Reporting of existing portfolio.2. Identifying opportunities within clients existing portfolio based on product team recommendations across Mutual Funds, MarketLinked Debentures and other products 3. Supporting the Relationship Manager in business development.4. Handling documentation & transactional work.

  • Licenses & Certifications

    • Certified Insurance Consultant License (Life & Health), Individual

      Insurance Regulatory and Development Authority of India
      Jun 2021

    • Certification In Microsoft Excel and Spreadsheet

      Corporate Finance Institute® (CFI)
      Mar 2021

    • Professional Blockchain Certification Program

      Indian Institute of Technology, Kanpur
      Jul 2021