Sai Janani Yadav G. V

Actively acquired and managed over 50 high-value demat account clients, contributing to a 30% increase in the retail client base within the region. • Delivered tailored investment advice on equities, mutual funds, and financial instruments by conducting risk assessments and understanding clients' financial goals. • Developed and implemented custom portfolio strategies for clients, resulting in a significant improvement in ROI and overall satisfaction. • Advised clients on complex financial products such as Loan Against Securities (LAS) and Loan Against Property (LAP), enabling them to leverage asset-backed funding solutions. • Ensured strict adherence to all SEBI regulations, compliance norms, and internal audit protocols, maintaining a 100% compliance score during tenure. • Utilized advanced Excel techniques to create dashboards and automate reporting processes, reducing reporting turnaround time by 40%. • Initiated cross-selling campaigns and financial planning sessions that improved engagement and increased revenue from existing clients by 15%. • Identified and pursued business development opportunities via lead generation, networking, and tender participation to expand market reach.