Jaisankar G Nair

• Support a leading U.S. based global investment management firm by managing end-to-end RFP/DDQ responses across
equity, fixed income, multi-asset, and alternative strategies.
• Handle 50-60 RFPs and DDQs per quarter from global retail and institutional investors, contributing directly to business
acquisition and client retention.
• Achieved 98% on-time delivery rate and 100% accuracy through rigorous quality checks and meticulous project lifecycle
management.
• Leveraged centralized content platforms (Seismic, PIE, Aria) to streamline qualitative responses, improving turnaround
time by 30%.
• Collaborated with product leads and SMEs via Microsoft Dynamics 365, and SharePoint, reducing dynamic content
response time by 15-20%.
• Extracted and validated 200+ quantitative data points monthly using Bloomberg, Power BI, and IPD System for precise
financial reporting.
• Managed full project lifecycle using advanced Microsoft Excel, Word, SharePoint, and Qvidian.

▶ UAE Market Focused | HNI/UHNI Client Portfolio Management
• Managed USD 42M+ (INR 350+ Cr) Assets Under Management (AUM) for HNI and UHNI client families across UAE and
GCC markets, delivering an average ROI of 14.5%.
• Delivered comprehensive financial planning, investment advisory, and wealth management solutions to a diverse high
net-worth client base in the UAE.
• Conducted in-depth portfolio analysis and implemented new funds and investment products to optimize client returns
aligned with their financial goals.
• Performed macroeconomic market analysis to inform strategic asset allocation and portfolio repositioning decisions.
• Led risk assessment, loss mitigation, and root cause analysis to safeguard client wealth and ensure regulatory
compliance.
• Managed statutory and tax audit documentation, ensuring timely and accurate submission for client portfolios.
• Built and maintained strong relationships with HNI/UHNI clients and institutional stakeholders, driving trust, loyalty,
and long-term engagement.
• Identified transactional and financial discrepancies proactively and implemented effective corrective solutions.

• Directly assisted the CEO in financial planning, budgeting reviews, and strategic decision-making by preparing accurate MIS
reports and financial summaries on a regular basis.
• Coordinated with cross-functional departments including Sales, Operations, Procurement, and HR to consolidate financial
data, track departmental budgets, and ensure timely reporting.
• Supported CEO-level presentations by compiling financial analysis, variance reports, and performance dashboards for
internal review meetings.
• Managed accounts payable/receivable, invoice processing, and bank reconciliations, ensuring zero discrepancies in
financial records.
• Liaised between the finance function and senior management to streamline interdepartmental workflows, reducing
reporting turnaround time and improving operational efficiency.
• Assisted in audit preparation and tax documentation, coordinating with external auditors and internal stakeholders to
ensure regulatory compliance.

• Sourced new micro loan business through field-level customer identification across assigned villages, achieving consistent
monthly acquisition targets.
• Formed and managed Joint Liability Groups (JLGs), conducted KYC verification, and validated customer residence and
business credentials to ensure compliance.
• Executed group-wise collection of current dues as per scheduled timelines, handled cash deposits, and maintained
accurate MERC system entries.
• Assisted MC-IC in end-to-end loan disbursement activities including documentation preparation, verification, and closure.
• Built trust-based relationships with rural borrowers, reducing delinquency and supporting portfolio health at the branch
level.