Anamika Ramola

Client Relationship Manager | Bellwether Associates

Role
Client Relationship Manager at Bellwether Associates
Location
Gurugram, HR, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Anamika Ramola

A zestful finance professional poised to leverage my education and experience towards a…

Experience

  1. Client Relationship Manager

    Bellwether Associates

    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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Anamika Ramola — Client Relationship Manager at Bellwether Associates in Gurugram, HR, IN | Unifers