Assistant Manager - Corporate division at AU Small Finance Bank

Bengaluru, Karnataka, India

Chennai

Chennai, Tamil Nadu, India

PGDM
INDUS BUSINESS ACADEMY - IBA, BANGALORE

Bcom corporate secretaryship, Business/Commerce, General
Anna Adarsh College for Women
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I am an energetic student who has a keen interest in Finance and International Business. I developed strong communication skills by graduating from B.com Corporate Secretaryship as a UG course and started to pursue PGDM to acquire detailed conceptual and practical knowledge.
Chennai
Assistant Manager at AU SMALL FINANCE BANK, Feb 2026 - Present · 6 mos, Bengaluru, Karnataka, India
Intern (Individual financial advisory - IFA) at Motilal Oswal Financial Services Ltd, Mar 2025 - Sep 2025 · 7 mos, Chennai, 1) Interacted directly with clients by advising them to open a Demat account, and helping them to understand the benefits of investing. 2) Assessed clients’ financial goals and introduced them to relevant services such as Mutual Funds, PMS, AIFs, insurance, and ensuring recommendations aligned with their needs and risk profile. 3) Engaged with potential individual distributors, clearly explaining them various services, benefits of partnership, which helped in IFA channel partnership empanelment. 4) Analyzed inactive client portfolios by reviewing their Demat holding statements and encouraged them to resume trading by highlighting the current market trends. 5) Acted as a key point of coordination, scheduling and facilitating meetings between clients and senior financial advisors or team managers for deeper financial planning.
Funds and resources at TAMILNADU INDUSTRIAL INVESTMENT CORPORATION LIMITED, Jun 2023 - Jul 2023 · 2 mos, Chennai, Tamil Nadu, India, I underwent an corporate internship for my academic curriculum for a period of a month in Tamilnadu Industrial Investment Corporation Ltd 1) Performed voucher creating and journal entries in the funds and resources department. 2) Analyzed the PF settlement for the retired employees and communicated with the HR department.
PGDM, INDUS BUSINESS ACADEMY - IBA, BANGALORE
Bcom corporate secretaryship, Business/Commerce, General, Anna Adarsh College for Women