Bargavi Srinivasan
Analyst and Wealth Manager @Right Horizons Wealth
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WORK HISTORY
Analyst and Wealth Manager @Right Horizons Wealth
Bengaluru, IN
Major Responsibilities/ AccountabilitiesLeads and participates in gathering complex and often unique business requirements by defining the business problem and data requirements.Utilizes an advanced understanding of multiple data structures and sources to lead the design, development and implementation of decision support solutions, which may include data visualization, business intelligence, or data collection.Partners with the business operations to ensure effective design of decision support solutions.Develops innovative approaches to address complex business problems and solutions, Assisting with Business casesPartners with technical team to influence the design, alignment, and implementation of technical standards to address appropriate business solutions.Monitor, process, and deliver reports data by adhering to timelines and priorityComplete special projects as requestedIndependently complete assignments with little to no oversightWork with Business partners and provide them support in their reporting.Deliver all assignment work within quality standards and on time, often within tight deadlinesRelationships: Internal/External The role will have direct interaction with Reporting and analytics Team to obtain direction and guidance on role and responsibilities.
EDUCATION
Saranathan College of Engineering
Bachelor of Engineering (B.E.), Instrumentation and control engineering
Narsee Monjee Institute of Management Studies, Mumbai
Master of Business Administration (MBA), Finance, General
ABOUT BARGAVI SRINIVASAN
Innovator and entrepreneur with 8 +years in business leadership. Experienced in all aspects of business formation, operation, finance, sales/marketing and management. Political aspirant. Effective communicator and motivator who identifies and leverages assets in work group to reach goals. Experienced Technical Consultant with a demonstrated history of working in the oil & energy industry. Experienced Marketing Strategists, Experience Customer Business Analyst & Service Relationship Manager. Skilled in Synthesizes client/prospect data to develop customized financial plans/asset allocation proposals utilizing the Firm’s proprietary software tools. Professionally highly Skilled in Customer Relationship Management (CRM), Management, Microsoft Excel & PowerPoint, Business Development, Lead Generation and Digital Marketing. Relentless optimist who believes there is no failure, only feedback.
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