PAVITHRA J

Experienced Relationship Manager with strong background in client relationship management, communication, and problem-solving. Skilled in building and maintaining long-term client partnership, resulting in increased client retention and revenue growth. Passionate about delivering customized financial solutions and exceeding client expectations. Ready to leverage my expertise to contribute to a dynamic organization’s success.

• Father's Name: Jagannath
• Date of Birth: 04/09/1991
• Gender: Female
• Nationality: Indian
• Marital Status: Married

• Handling all types of Mutual Fund Products like Equity, Hybrid, debt, Taxsavings, Index Funds & Retirement Solutions (NPS).
• Onboarding Client for investment mainly in Mutual Fund and NPS.
• Conducting financial analyses and recommending appropriate investment strategies
• Fetching, calculating, updating, and verifying the monthly Investment & Taxation.
• Handling 35 crore of AUM and 60 Lakhs of SIP Book (Overall).
• Handling 10 crore of AUM and 24 Lakhs of SIP Book (Annul).
• Handling 400 Active Client base including 80 HNI Clients & HUF Clients.
• Monitoring and reviewing client portfolios to ensure alignment with their objectives
• Recommending Investment Products as per clients Requirement.