Bhanu Prakash
Manager - Banking and Financial Organization
- Role
- Weath & Investment Management at Vvc
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Bhanu Prakash
BHANUPRAKASH +91••••••••15 (INDIA) E-mail: b••••••••@gmail.com CAREER OBJECTIVE: Dynamic and self-motivated finance professional with extensive experience in Indian banking, finance, and insurance sales Possesses in-depth product knowledge in insurance, claim settlement, and systematic investment planning Highly proficient in modern online and offline systems, consistently achieving a 100% positive client feedback score in product knowledge, subject matter expertise, communication, and customer service. I aim to leverage my proven skills to become a managerial finance and investment leader. Recognized for my proactive, creative, and empathetic approach, I bring a responsible and transparent methodology to achieve competitive advantages.
Experience
Weath & Investment Management
Aug 2022 — Present · Bangalore Urban, IN
Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.Conducting in-depth economic assessments to analyse clients\' current financial situations and identify areas for growth and improvement.Developing personalised financial plans and investment strategies aligned with client\'s objectives and risk profiles.Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients\' changing needs.Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.Helping the company meet its financial objectives through personalised financial planning.Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Education
Bangalore University
Master
2006 — 2008
Bangalore University
Master of Business Administration - MBA
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