Prerna Matkar
PhD-Financial Management |AVP-Wealth | Financial Services & Management| Strategic Growth & Marketing | Investment Banking |
- Role
- Associate Vice President -wealth at Purnartha Pms
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Prerna Matkar
Strategic and performance-driven professional with strong expertise in Wealth Management,…
Experience
Associate Vice President -wealth
Feb 2019 — Present · Pune, IN
Purnartha is a leading Investment Advisory Firm & an Equity Research House catering to a global with the current AUM being in excess of Rs. 10500 Crores.Achievements/Tasks:Brokered new business relationships with a clientele of more than 150 HNI\'s and Ultra HNI\'s spanned across the globe and negotiated various individual deals exceeding Rs.75 Lakhs being the incoming Assets Under Management.Singlehandedly built a book with AUM exceeding Rs.50 Crores and the YoY growth being over 20%.Assisted and advised multiple HNI\'s in making better-informed investment decisions.Researched and comprehended the market & the trends to identify and analyze the competitors, their strategies, client psychology, and new revenue-generating opportunities.Collected data and insights on clients and their existing portfolios and consolidated information into actionable intelligence and reports for senior management.
Education
Savitribai Phule Pune University
Bachelor of Commerce - BCom
2014 — 2017
Savitribai Phule Pune University
Doctor of Philosophy - PhD (Pursuing)
2022
Amity Global Business School
Master of Business Administration - MBA
2017 — 2019
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