Benjamin Philip
Learning Support Assistant @Nextgen Teachers
Signup · Get unlimited contacts
WORK HISTORY
Learning Support Assistant @Nextgen Teachers
Leeds, GB
EDUCATION
University of Mumbai
Bachelor of Business Administration - BBA, Finance and Financial Management Services
University of Dundee
Master of Science - MS, Finance
ABOUT BENJAMIN PHILIP
Finance Analyst & Consultant with 3+ years of experience in Wealth Management, Financial Analysis, Client & Relationship Management and Investment Strategy. • Successfully achieved 40% Client Retention, 25% AUM Growth, and 15% Average Annual Returns for HNW clients whilst working at Edelweiss Wealth Management and HDFC Securities. • Adapt at Portfolio Optimization, Risk Assessment, with a proven ability to leverage data-driven insights to maximize returns. Tools, Skills and Technology • Financial Analysis: Conducted 100+ portfolio reviews, improving client returns by 15%(Edelweiss Wealth Management). • Investment Strategies: Managed ₹50Cr+ AUM across equities, AIFs, and structured products. • Risk Management: Reduced portfolio volatility by 20% through diversification and hedging strategies. • Financial Modelling: Built 50+ Excel models for valuation, scenario analysis, and forecasting. • Regulatory Compliance: Ensured 100% adherence to SEBI guidelines for 50+ client portfolios. • Data Analysis: Analysed 100+ mutual funds/stocks quarterly, enhancing portfolio performance by 30%. • Research Tools: Bloomberg Terminal, Morningstar, CRISIL. Connect with me- b••••••••@gmail.com I look forward to hearing from you.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.