Urvashi Sharma
coinage capital
- Role
- Senior Manager Alternate Investments at Coinage Capital
- Location
- Gurugram, IN
- LinkedIn followers
- 500 followers
Experience
Senior Manager Alternate Investments
May 2023 — Present · Gurugram, IN
Acquisition/Portfolio Management/AdvisoryServices/ Business Development•Developed and managed day-to-day administration of account portfolios for clients including equity, insurance, mutual funds, currency investments and mortgages. • Resolving critical issues pertaining settlement of trades and timely reporting of trades thereby ensuring maximum customersatisfaction level. • Implementing competent strategies with a view to penetrate new accounts and expand existing ones, meeting pre-determined businessobjectives.Acquisition/Portfolio Management/ Advisory Services/ Business Development •Developed and managed day-to-day administration of account portfolios for clients including equity, insurance, mutual funds,currency investments and mortgages. • Resolving critical issues pertaining settlement of trades and timely reporting of trades thereby ensuring maximum customer satisfaction level.• Implementing competent strategies with a view to penetrate new accounts and expand existing ones, meeting pre-determined business objectives.
Education
Guru Jambheshwar University
Pursuing Bachelor of Commerce - BCom, Accounting
2019 — 2022
Hksd
+2 (Commerce)
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