Dhanya Nair

Dhanya Nair, CFPCM Address: P22/7, Tarapore Defense Enclave, Nangal Dewat, Vasant Kunj, New Delhi 11007 Contact: -; Email:- Certified Financial Planner with practical experience in Investment Planning/ Retirement Planning/Insurance Planning, Wealth, Portfolio & Relationship Management EXPERTISE Financial Analysis PROFILE  Relationship Management Wealth Management Analytical Skills   Market Intelligence Liaison & Coordination  Problem Solving Skills Interpersonal Skills   An finance and investment advisor with close to 4 years’ experience of personal finance advisory, writing financial articles, insurance claim calculation, customer service and relationship management Possess keen business acumen in analysing and understanding customervalue maximization, troubleshooting problems & resolving them Capability in understanding clients’ investment requirements and accordingly providing advisory services to them in order to meet their financial needs Sound knowledge of regulations/ market practices and abreast with market developments, new investment products & all other areas that can affect markets Inquisitive & analytical mind, creative thinking, excellent organizational skills, flexible & detail oriented attitude combined with information analysis skills Excellent communication and liaison skills, proven capability of effective management including inter and intra departmental coordination PROFESSIONAL EXPERIENCE INDIABULLS VENTURES LTD, NEW DELHI WEALTH MANAGER (SALES)       JULY 2017 – TILL DATE Review and analyse research for clients to provide thorough advice and guidance regarding investment decisions Foster strong relationships with clients and assess clients' specific investment needs based on risk tolerance and time horizon Acquire new accounts through cold calling and setting up appointments with potential clients Provide client service with diversified portfolios of stocks, cash and fixed income products. Make proactive business development meets with existing clients and prospects to increase AUM. Achieve a monthly target of new accounts & revenue. VALUE RESEARCH PVT LTD, NEW DELHI FEB 2016 – JUNE 2017 PERSONAL FINANCE ANALYST  Provide sound financial advice to individuals.  Responsible for providing financial guidance and investment to individuals regarding investment strategies. Analyse their financial health and attempt to help them improve upon it by recommending financial plan and investment decisions.       Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments. Answering questions about financial plans and strategies Write articles for the website and the magazine ‘Mutual Fund-Insight’ Prepare comprehensive financial plan for individuals Review and update mutual fund recommendations Review and update all insurance products PROGNO FINANCIAL PLANNING SYSTEMS PVT LTD, KOCHI Associate Financial Planner           OCT 2014 – MAY 2015 Determine clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Monitor market trends. Convene with clients to fully understand clients' financial goals and circumstances. Draft consolidated forecasts and budgets & analyzes trends in revenue, expense, capital expenditures and other related areas. Make recommendations in areas such as cash management, insurance coverage, and investment planning. Review clients' accounts and plans regularly to determine life changes that would affect financial strategy. Devise debt liquidation plans that include payoff priorities and timelines. Explain to clients the details of financial assistance available to individuals, such as loans, insurance etc. Implement financial planning recommendations. Prepare financial analysis and research. PRUDENTIAL PROCESS MANAGEMENT PVT LTD, MUMBAI JUN 2006 - APR 2008 Senior Insurance Executive  Performed calculations of different type of values on Pension and Life insurance policies and provided values as required by Business areas for letters, templates/yearly statements and as requested by the customers  Managed servicing queries, maturity and death claims of Life Insurance policies along with that of Pension policies  Provided information to the customers on calls about the various queries in relation to the Pension & Life Insurance policies  Analyzed claims made by the policymakers and guided policyholders on how to proceed with the claim  Ensured legitimate claim were settled in accordance with policy limits and corporate guidelines  Key Attainment: Awarded ‘star performance’ for August 2007 ACCENTURE, MUMBAI Senior Customer Care Executive  Oversaw & managed inbound technical process for an International ISP. JUL 2004 - MAY 2006      Managed processes, documentation, business control checks, audits and monitored statutory compliance areas Managed overall client relationship management and mentoring of team, maintaining high service standards & practices and exercising quality control in all areas of operations Analyzed the training needs, prepared the training modules for imparting training on soft skills /product/process and norms of the services to the associates Prepared weekly/ monthly and quarterly reports to maintain employee performance database tracker with a view to monitor efficiency of associates Key Attainment: o Awarded the Summit (Numero Uno) award for December 2005 o Received “ Second Best Agent” award for March 2006 EDUCATION    Certified Financial Planner certification, from FPSB, India, Nov 2015 MBA (Finance), Institute of Chartered Financial Analysts of India (ICFAI), 2014 B.Com, Mumbai University, 2002 Languages known: English, Hindi, Malayalam, Marathi References: Available on request