Business Analyst, Finance Analyst

SAPNA PATEL

Mobile: +91-961******* ~ E-mail: *****.***@*****.***

OBJECTIVE

To achieve professional success, financial independence and growth by merging personal goals

with that of the organization’s objectives.

CAREER CONTOUR

Oct’ 12 – April’ 13: Allegro Capital Advisors, Bangalore

Allegro Capital Advisors is a leading Indian full service investment bank. The private banking

domain of the company offers personalized financial planning services for the high net worth

individuals. It covers an entire spectrum of individual’s financial needs, working on a fee based

model.

Designation: Private Banker

Roles and Responsibilities:

To help accumulate, grow and manage the wealth of existing clients.

To manage investments based on asset allocation of each client.

To address the needs of HNIs through goal based financial planning model.

To profile the risk level of clients and suggest investment options accordingly.

To prospect and acquire new clients and maintain such relationships.

To achieve the given targets in term of number of acquisitions, revenue, AUM and renewals.

Dec’ 10 - Jun’ 11: Karvy Private Wealth, Mumbai

Karvy Private Wealth is the Wealth Management arm of the 25-year-old KARVY Group and

focuses on providing wealth management advisory services to high net worth individuals.

Designation: Business Development Manager (Dec’10- March’11) and Wealth Advisor (April’11 – June’11)

Roles and Responsibilities:

To prospect and acquire high net worth relationships and manage & retain such relationships.

To achieve budgeted targets in terms of number of clients/volume of business & assets.

To research, investigate and update on available investment opportunities/financial market

trends to determine whether they fit into clients' portfolios.

To understand clients' needs & requirements and accordingly position products & services.

To guide clients in the gathering of information/documents required such as bank account

records, life and disability insurance records, etc.

Rewards and Recognitions:

Youngest employee (in terms of experience) across pan India branches to be promoted from

“Business Development Manager” to “Wealth Advisor”

Was awarded the “Champions Trophy” (highest level of competition award across pan India

) for the month of June’11 performance.

SCHOLASTICS

Year of

Institution Marks Degree/ Board

Passing

PGDM (Finance and The Indian Institute of Planning & 2011

Marketing) 76.29

Management (Mumbai)

B.E. in Information K. J. Somaiya Institute of Engineering 2008 60

Technology (Mumbai)

H.S.C. K. C. College

(10+2) 2004 81.50

(Mumbai)

I.C.S.E. S.N. Kansagra School

(10th) 2002 81.16

Rajkot (Gujarat)

FINAL YEAR THESIS for PGDM

Topic: “Investment Choices for Designing a Lifestyle”

SUMMER TRAINING for PGDM

Company : Marwadi Shares and Finance Ltd. Rajkot, Gujarat

Position : Jr.Asst. DP Front ( Demat dept.)

Period of work : 8th Dec 2009 to 31stJan, 2010

Project Details : Overview of the Indian trading system and client exposure at DP

front office desk

PERSONAL DOSSIER

Address : Vineyard Gardens,

Ramamurthy Nagar main road,

Dodda Banaswadi, Bangalore-560043

Date of Birth : 15th June 1986

Language Proficiency : English, G ujarati, Hindi

Blog : www.dreamzzzz.wordpress.com

Marital status : Married

Gender : Female

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