Management Manager

ANUBHAV THAPA

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E-Mail: *******.*********@****.*** ~ Contact: +91-813*******

Looking for an opportunity to work in Team with a progressive

organization where I can utilize my expertise, management skills and

experience in all levels of computer system operation, elegant reporting

and give solution to business analytics to contribute to the development

of the company.

PROFILE SUMMARY

. A dynamic professional with experience in Wealth Management, Financial

Analysis, Portfolio Management and Relationship Management

. Proficient in providing advisory services to HNI Clients in Investment /

Wealth Management solutions thereby enhancing returns on investments

. In depth understanding of various Financial Product, investment policies

& market dynamics reviewing & analyzing various risks, and supporting

internal customers' requirements by timely furnishing of reports & risk

assessment reviews.

. Experience in managing operation and implementing strategies to enhance

market penetration, business volumes and growth

. Excellent analytical, negotiation & inter-personal skills with

demonstrated communication & relationship management abilities

CORE COMPETENCIES

Investment / Portfolio Management

. Monitoring clients' portfolio performance, conducting profitability

analysis, rendering sustained advisory services for securing high ROI and

increasing retention levels

. Undertaking investment advisory discipline that incorporates financial

planning and financial services.

Wealth Management

. Providing HNI clients with financial services with a view to protect and

transfer their wealth by solving complex needs about investment planning

. Understanding closely financial requirements, designing & creating

structured notes, undertaking evaluation of risk return, constraints &

horizon

Financial Analysis

. Analyzing financial statements & preparing reports on performance of

company/firm.

. Undertaking research with complete focus on both market and industry and

providing clear, concise and timely analysis and recommendations

Relationship Management

. Building and maintaining healthy business relations with major clients.

EMPLOYMENT DETAILS

Currently Working at Convergys India Ltd. Gurgaon as Senior CCO Level

II.

. Working as Advisor for Orange billing department.

Worked from Oct'13 to June'14 at Rhinno Events and Advertising.

. As Event Manager handling vendor relations, taking care of venue.

. Relationship Management with clients and sponsors.

. Coordinating with Designers and Creative team.

Since 9th April'12 to 29th October'12 with ICICI Bank, Pune as Assistant

Manager (Grade II) - Wealth Management

Highlights:

. Served as a single point of contact for the high net worth Individuals

. Undertook an in-depth study to understand client's current financial

position, existing investment pattern, current life stage and various

other behavioural & psychographic analyses

. Figured out "Risk Profile" for the clients

. Built model portfolios to suggest a suitable asset allocation plan for

the clients

. Catered to business banking requirement of self employed clients such as

Letter of Credit, Business Loan, Foreign Exchange Services, Working

Capital and Bank Guarantees

CERTIFICATIONS

. IRDA Certification of Specified person for Corporate Agent

. AMFI Certification of Registered Mutual Fund Advisor

ACADEMIC DETAILS

Qualification Institute Board Year Percentage /

CGPA

MBA Symbiosis Institute of SIDU 2012 2.495/4

Marketing/Fina Management Studies,Pune

nce

B.C.A Baba Farid Institute Of H.N.B.G.U 2010 71.35%

Technology,Dehradun (Central

University)

12th N.I.O.S 2007 57.50%

Gautam International School,Dehradun

10th I.C.S.E 2002 63.33%

Doon Cambridge School,Dehradun.

WORKSHOPS

. Proactively attended workshops on:

l

o IFRS conducted by KPMG

o Clinical Photography at Canon Image Lounge

IT SKILLS

One Year diploma in office management and computer application from Aptech

Computer Education.

Six month course in computer fundamental, hardware and operating system .

Strong Knowledge -Computer Hardware,Photoshop, MS-Excel, MS- Access,

MS-PowerPoint, and SQL, DBMS, Database Modelling, VB.Net, HTML, Web Development,

Internet and Programming.

SQL: Designed and created My SQL database in a course project and created SQL

scripts for reports

Top Class systematic reporting skills in Database/ Excel more efficient in real

time working, maintain consistency and Integrity of the data.

Advanced knowledge in Excel (Pivot Tables, Lookup formulas, Macros-VBA)

Operating System : Windows 7/ Vista/ Windows XP

EXTRAMURAL ENGAGEMENTS & ACCOLADES

. Team Member for the Anti Tobacco Drive Campaign in Degree College

. Delivered presentation on SWAPS (Currency and Interest Rate)

. 1st prize winner in Macropolis-2012 (Competition Conducted by IDFC)

PERSONAL DETAILS

Date of Birth: 20th March, 1984

Address: 127,Ashok Vihar, Ajabpur Kalan, Dehradun. Uttrakhand-248001

Languages: English, Hindi

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