Shlok Bhutra

Experience

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  2B Corporation

  Jan 2019 - Mar 2021

  Financial Services Professional

  ▪Served as a financial product distributor including insurance and mutual funds.▪Proactively generated leads and cultivated enduring client relationships.▪Understanding client’s requirements and consulting them accordingly.▪Comprehending clients' objectives and providing recommendations for investmentopportunities.

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  Finlatics

  Sept 2021 - Oct 2021

  Portfolio Manager

  Portfolio Management and Equity Research, Finance▪Conducted comprehensive analyses on the cement and automobile industries,gaining valuable insights into market dynamics and investment opportunities.▪ Managed real-time simulated portfolio on BSE 500 listed companies which grew by18% in a span of two months

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  Growth Arrow Company

  Mar 2022 - Apr 2022

  Jr. Fund Manager

  ▪ Interned for two months as a Jr. Fund Manager.▪ Sourced in 3 client portfolios of 500$ each for the company and traded into foreign currency and commodity markets with the help of technical and fundamental tools and helped the clients to grow their portfolios.

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  NuvoRetail

  Apr 2023 - Jul 2023

  Assistant-Manager eCommerce

  ▪As an Assistant Manager, E-commerce, I successfully propelled revenue growth for myclients, Streax and Torrent Pharma, on leading e-commerce platforms.▪Analyze financial data and payment trends to optimize e-commerce strategies for improvedbusiness performance and increased conversion rates.▪Serve as a key POC, ensuring effective communication and coordination between clientsand internal teams regarding payment-related matters.▪Drive revenue growth for client brands on leading e-commerce marketplaces by optimizingpayment strategies and advertising campaigns.▪Analyze daily, monthly, and quarterly dashboards and reports to track progress, status,metrics, and key performance indicators (KPIs).▪Overseeing backend operations and logistics, for Amazon including forecasting stockinventories. Show less

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  ICICI Prudential Life Insurance Company Limited

  Aug 2023 - now

  Key Account Manager

  *Managing Group Protection and Savings programs for Corporates, PSUs, Financial Institutions, and diverse Entities.*Offering comprehensive solutions in Group Term Policy, Gratuity, Superannuation, Leave Encashment, and Annuities Investments.*Cultivating partnerships with ICICI Bank branches throughout Mumbai to foster Business Development and Expansion.*Showcasing investment opportunities through diverse schemes, ensuring competitive Return on Investment in Equity and Debt Exposure Funds for the invested corpus. Show less