Vishal Sharma
Founders Office @Pulse Labs Research & Technology Solutions Pvt. Ltd
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WORK HISTORY
Founders Office @Pulse Labs Research & Technology Solutions Pvt. Ltd
Bengaluru, IN
Keeping track of economic indicators, industry trends, and global market developments that may impact fund performance. Conducting research on various asset classes, understanding their risk profiles, and identifying potential opportunities for the fund’s allocation strategy Building and using financial models (e.g, Monte Carlo simulations, scenario analysis) to forecast mutual fund performance. Assessing fund risk using metrics like Sharpe Ratio, Upside vs Downside Return, Maximum Drawdown, Sortino Ratio, Information Ratio, Treynor Ratio, Jensen\'s Alpha, Standard Deviation, Beta to provide insights into risk-adjusted returns. Acting as a resource for advisors, providing guidance on complex investment questions, portfolio adjustments, and strategic changes to meet client needs. Developing tailored investment strategies and recommendations to suit each advisor’s unique client base, from conservative to aggressive portfolios. Work upon models for dynamic asset allocations and portfolio re-balance Managing the sales pipeline, from lead generation through to closing, ensuring targets and growth objectives are consistently met. Identifying potential clients, including financial advisors and advisory firms, and conducting outreach through calls, emails, and networking events. Establishing and nurturing relationships with financial advisors to understand their needs and align them with FinApp’s services Guiding new clients through the onboarding process, ensuring smooth implementation of FinApp’s software to help advisors fully leverage the platform Working with clients to customize the software to their specific needs, such as setting up research parameters, client segmentation, and branding options. Conducting in-depth demonstrations of FinApp’s client management software, showcasing features like research tools, recommendations, CRM, and marketing functionalities.
EDUCATION
SYMBIOSIS International University, Pune
Postgraduate Degree, finance and banking
Internshala
Financial Modeling and Valuation, Finance
Guru Gobind Singh Indraprastha University
Bachelor of Business Administration - BBA
ABOUT VISHAL SHARMA
Seeing for an entry-level position in a growing financial organization. Passionate about learning business and Financial concepts and possess the ability to handle work pressure and customer issues professionally. Have exceptional advisory and Analytical skills to introduce new schemes and help customers to meet their financial goals.
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