Anunaya Marimuthu

• Financial Planning , Portfolio Strategy and Reporting

a. Preparing financial plans as per client requirement and implementing the strategy by following the process

b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR.

• Identifying opportunities within the client existing portfolio based on product team recommendations across a. MFs , b. Structured Product.
• Support the RM in business development - Secured new client relationships and meticulously managed their portfolios, driving a significant increase in annual revenue of the team.
• Documentation – Filling up forms and executing transactions of clients.
• Engaged proactively with customers daily, comprehending their unique needs and delivering tailored solutions.

• Maintained relationships with personnel using strong collaboration and teamwork skills.
• Developed strong written and verbal communication skills.
• Assisted human resources and recruiting teams by scheduling phone screens and on-site interviews.
• Filed paperwork, sorted, and delivered mail and maintained office organization.