Anamika Ramola
Client Relationship Manager @Bellwether Associates
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WORK HISTORY
Client Relationship Manager @Bellwether Associates
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
Amity University
M.com, Financial management
Hemwati Nandan Bahuguna Garhwal University
Bachelor of Commerce, Tax Law/Taxation
D.A.V. Public School
Senior Secondary School, Business/Commerce, General
ABOUT ANAMIKA RAMOLA
A zestful finance professional poised to leverage my education and experience towards a…
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