Ishvarya Suresh

Relationship Manager @Icici Prudential Asset Management Company Limited

Coimbatore, TN, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Relationship Manager @Icici Prudential Asset Management Company Limited

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Delivered investment advisory support to HNI and corporate clients by evaluating risk appetite, investment horizon, and financial objectives. Enhanced portfolio efficiency through suitability-based recommendations across equity, hybrid, and debt funds. Strengthened investment decision-making by interpreting fact sheets, product notes, and market outlooks into actionable guidance. Supported portfolio reviews, rebalancing, and strategic switches to improve long-term risk-return outcomes. Created value for clients and the organization by building trust-led relationships and improving portfolio quality.

EDUCATION

N/A

Sri Krishna Adithya College of Arts and Science

Bachelor of Commerce - BCom, Professional accounting

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Sri Krishna College of Technology, Coimbatore

Bachelor of Commerce

N/A

PSG Institute of Management

Master of Business Administration - MBA, Finance, General

N/A

PSG Institute of Management

Master of Business Administration, Finance, General

N/A

NIRMALA CONVENT HR. SEC. SCHOOL, SIRONJ

High School Diploma

N/A

Nirmala Matha Convent School ICSE

High School Diploma

ABOUT ISHVARYA SURESH

Attended PSG Institute of Management

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Ishvarya Suresh — Relationship Manager at Icici Prudential Asset Management Company Limited in Coimbatore, TN, IN | Unifers