Anamika Ramola
Client Relationship Manager | Bellwether Associates
- Role
- Client Relationship Manager at Bellwether Associates
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Anamika Ramola
A zestful finance professional poised to leverage my education and experience towards a…
Experience
Client Relationship Manager
Jan 2023 — Present · Gurugram, IN
Devised portfolio strategies & financial plans for clients, realigning portfolios for suitable asset allocation.• Conducted financial planning, retirement planning, investment plans, and cashflow analysis.• Actively engaged in client meetings, addressing inquiries, and revenue generation.
Education
St Joseph's Convent School
Higher Secondary School
2012
Amity University
M.com, Financial management
2018 — 2020
Hemwati Nandan Bahuguna Garhwal University
Bachelor of Commerce, Tax Law/Taxation
2014 — 2017
D.A.V. Public School
Senior Secondary School, Business/Commerce, General
2014
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