Headline

Jr. Financial Planner with expertise in portfolio management and client relations.

About

Finance professional with hands-on experience in client relationship management and portfolio advisory, having worked as a Client Relationship Executive at Sampadha Finfit. Managed 400+ client portfolios, delivering personalized, goal-based investment strategies across mutual funds, insurance, and tax planning. Proven ability to build strong client relationships, improve investment commitment through structured financial roadmaps, and ensure high-quality service through efficient MIS and portfolio tracking systems. Experienced in supporting end-to-end financial planning, including portfolio reviews and ITR filing. MBA in Finance & HR from Hindustan University of Technology and Science, with a solid foundation in financial analysis and strong proficiency in Excel, PowerPoint, and Google Workspace. Currently exploring opportunities in Financial Analysis, Investment Advisory, or Client Relationship roles where I can bring analytical thinking, client-centric approach, and practical finance experience to create measurable impact.

Location

Hyderabad

Work experience

Jr. Financial Planner at Sampadha FinFit, Jun 2025 - Apr 2026 · 11 mos, Hyderabad, Telangana, India, We focus on providing financial planning and investment strategies tailored to individual needs, helping clients achieve financial security and success. In my role, I assist in implementing these strategies, managing client interactions, and supporting back-office operations for seamless financial planning services along with assistance in tax filings.

Financial Analyst at AssetPlus, Jan 2022 - Oct 2024 · 2 yrs 10 mos, Tamil Nadu, India, I am a Financial Analyst at AssetPlus. I am responsible for: Active Portfolio management Client relationship Timely portfolio review Building a strong investment portfolio

Financial analyst intern at AssetPlus, Oct 2021 - Jan 2022 · 4 mos, India

Customer handling at Andaman Basket, Jul 2021 - Sep 2021 · 3 mos, Port Blair, Andaman and Nicobar Islands, India, receiving orders from customers Promoting the product Assigning task to team members Managing accounts

Finance Intern at Logas technologies, Feb 2021 - May 2021 · 4 mos, Chennai, Tamil Nadu, India, Responsible for: Legal documentations in conversion of a company Data entry maintaining records

Education

Master of Business Administration - MBA, Finance and HR, Hindustan University of technology and science

B.Com Corporate Secretaryship, Business/Commerce, General, Hindustan Institute of Technology and Science