Relationship Manager/Analyst
Rif Trust
Total years of experience :3 years, 8 Months
Key Skills :• Financial Analysis and valuation, Investor Relation, Fund Raising, Secondary market, Private Equity
Roles& Responsibilities -
• Analysis and Valuation of Private Equity, Real Estate Mezzanine assets or fund interests
• Networked prior clients & new prospects to organize meetings & follow up with family office, UHNW
• Involved in Fund raising for international Assets Managers with family offices, Banks and NBFI
• Handled client relationship management in all aspect of Asset management for Institutional/Private clients
• Worked in Set up of companies/ partnership in the UAE
• Involved in booking asset in different private bank in UAE and other tax favorable environment
• Identified cross sell opportunities ( Asset Management, investment products) with targeted NBFI's in GCC
• Helped in arranging road show in UAE/OMAN and India etc
• Designed the marketing strategy and Business Strategy of company
• Led the media coverage of company like content writing for press release, blog and website
• Prepared detailed knowledge repository document like Wealth Management, Trust, REITs etc.
• Did the financial accounting of the company
Achievements -
• Networked approx. 30 financial institution and family offices for apex peak
• Helped in setting up 2 companies in UAE free zone in month June - August 2014
• Got an appreciation from my Managing Director for my effort and contribution
• Recognized by Managing Director of Alpha Nero for helping her in setting up her Company
Tata Consultancy Services Ltd. Business Analyst Jul 2010- May 2013
Key Skills -
• Application Development, Functional Consultancy, Project Management, Risk Assessment
Roles and Responsibility
• Business Process Analyst for Life Insurance, ULIP and Term insurance for Client AXA Insurance
• Interacted with 7 cross-functional regional teams across Asia Pacific
• Member of AXA Innovation club with responsibility for Project cost minimization.
• Supervised the Client Support Team with broad expertise in Client Relationship Management
Achievement -
• Promoted as Lead, Client Support Team within six months of joining the team
• Improved the Project Yield by reducing the errors to 1.7% and thus saved 1.23 Crore INR
• Appreciated from Client and Project Manager for on-time and quality delivery
• On The Spot award for Crisis Management and leadership from senior management
Projects : • “ Financial report analysis and valuation of company :Ajanta Pharma “Under professor Nitender Dhillon, IIM Indore • “Equity Research Report : Radico Khaitan Ltd.” Under professor Yogesh Maheshwari ,IIM Indore • “Applying Management Control System in Airtel” Under professor VK Gupta, IIM Indore