Experience

• 

  Icicidirect

  Jul 2017 - Apr 2019

  Wealth manager

  Building the relationship with the existing HNI clients suggesting the best funds and stocks based on there requirements, goal based financial planning,serving High Net worth Individuals by suggesting the best portfolios, Doing portfolio review and rebalancing of portfoliosAnalyzing performance of various asset classes available in the product basket and performance of client’s portfolio to give recommendations accordingly. • To have good understanding of various investment products like Mutual funds, Equity, PMS, Insurance etc. • To do financial planning for the clients upon proper analysis and understanding of risk taking capabilities of the clients and to suggest the best products to invest in. • Analysing performance of various asset classes available in the product basket and performance of client’s portfolio to give recommendations accordingly. • To come up with goal based Investment strategies for clients and suggest the best tailored fit products to invest in to achieve their goals. • Initially maintained the book worth of 100 million INR and increased the worth to 160 million INR in 6 months by reviewing the portfolio and rebalancing of existing portfolio by suggesting better investment products Show less

• 

  Ey

  Apr 2019 - May 2023

  Consultant

  • Working with P&C reserving team – US region:• Provide actuarial opinion and audit support for insurance companies, self-insuringcorporations, and captive insurers to calculate IBNR loss reserves, ALAE reserveand ULAE reserves, both gross and net of reinsurance using various actuarialreserving methods.• Develops actuarial memorandum for audit engagements stating the keyassumptions, identifying any unusual results, presenting the final conclusionsbecause of the analysis performed, and making comparison to the prior years’findings.• Familiar with a range of standard actuarial ultimate loss projection techniques forProperty & Casualty insurance Show less

• 

  Rsm

  Jul 2023 - now

  Supervisor