Bhavya Amin

Experience

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  Consuultme Financial Services

  Aug 2018 - Oct 2019

  Associate Financial Planner

  • Assisted in Mutual Fund department and client registration on BSE & NSE portals, improving registration efficiency by 40%.• Conducted Comprehensive Financial Planning for over 30 clients, achieving a 95% satisfaction rate.• Prepared presentations to encourage client investment during market downturns, resulting in a 20% increase in client investments.

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  ICICI Prudential AMC Ltd

  Mar 2020 - Oct 2020

  Relationship Manager

  • Facilitated client needs in Mutual Funds through personalized meetings and follow-ups, leading to a 30% increase in new client acquisition.• Analyzed Factsheets and Fund portfolios, advising clients on investment planning which resulted in a 15% growth in client portfolios.• Conducted over 20 portfolio reviews monthly, providing strategic market updates and recommendations.

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  V-Financial Services

  Jun 2021 - Oct 2021

  Financial Planner
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  Finoviser Financial Services

  Oct 2021 - May 2023

  Financial Planner, Assistant Manager (Product & Investment)

  • Managed portfolios for over 50 Retail, High Net Worth Individuals (HNWI), Corporates, and Trusts, achieving an average annual portfolio growth of 12%.• Conducted quarterly portfolio reviews, resulting in a 15% increase in client satisfaction and retention.• Led investment planning, retirement planning, and tax planning initiatives, increasing client returns by 10% on average.• Developed expertise in a range of financial products including Mutual Funds, Insurance, Bonds, and Fixed Deposits, contributing to a 20% increase in product uptake.• Established strong relationships with Relationship Managers, facilitating a 25% improvement in client communication and service delivery. Show less

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  Titan Global Financial Holdings Limited

  Jun 2024 - now

  Private Equity Search Fund Associate