Akarsh Verma

Channel Manager - Organised Wealth @ Aditya Birla Capital

About

They say, “Continual learning and unwavering dedication: the hallmark of a CFA professional's journey to financial excellence.” I am a competent Chartered Financial Analyst (CFA®), passionate about achieving client objectives and accelerating ROI with strategic investment solutions based on thorough financial analyses & accurate market predictions. I demonstrate expertise in real-time equity/IPO/fixed income investment research, performance analysis, portfolio management and high-yield trading strategies directed towards significant financial growth of HNI & Institutional clients. As an aspiring Investment Analyst with extensive market intelligence & domain knowledge, I devise tailored wealth management strategies to ensure client profitability & financial security. Accumulating experience in investment advisory, research-based article writing, fund generation & management, I am now open to accepting entry-level roles in investment advisory & asset management projects. I am adept at analyzing financial trends, identifying investment options, profiling risks, manipulating currency conversion & hedging and strategising investment models based on client needs & objectives. I bring hands-on proficiency in building investment plans with multi-dimensional research strategies, financial understanding & risk analysis. I bear the professional integrity and agility required to engage with cross-functional stakeholders. Before my stint as an Independent Investment Advisor, I worked with India Today, SAARC Development Fund and Community Transformers NGO. Academically, I am a science graduate in Economics with a postgraduate diploma in English Journalism. I passed Chartered Financial Analyst (CFA®) Levels 1 & 2 on the first attempt and am pursuing CFA® Level 3. I thrive in a results-driven & dynamic environment where analytical thinking is highly valued. Beyond work, you will find me reading, writing, following current affairs, making YouTube videos or practising yoga.

Country

India

City

Mumbai

Industry

Financial Services

Skill

Client Presentation, Sales Presentations, Press Releases, Peer Group Analysis, Market Knowledge, Data Analysis, Python (Programming Language) , Client Relations, Client Services, Alternative Investments, Fixed-Income Investing, Fixed Income Analysis, Due Diligence, Microeconomics, Macroeconomics, International Trade, Econometrics, Public Policy, Mutual Funds, ETFs

Experience

Channel Manager - Organised Wealth

Aditya Birla Capital

2023-11 - Present · 2 yrs 11 mos

Mumbai, Maharashtra, India

Analysed market trends and client portfolios to develop strategic investment solutions, enhancing client satisfaction and driving portfolio growth. Led a team in executing data-driven sales strategies, resulting in a significant increase in asset under management and improved market positioning. Cultivated strong relationships with key banking & distribution partners, providing tailored investment advice and fostering long-term partnerships.. Spearheaded cross-functional initiatives to streamline investment processes and improving efficiency. Developed comprehensive financial reports and presentations for senior management, supporting data-driven decision-making and strategic planning. Collaborated with product development teams to design innovative financial products, aligning with market demands and client needs. Implemented risk management frameworks to identify and mitigate potential investment risks, enhancing portfolio stability and performance.

Independent Investment Advisor

2022-11 - 2023-7 · 9 mos

Developed a comprehensive fixed income investment plan for an institutional investor, optimizing portfolio performance and aligning with risk tolerance and financial goals. Provided tailored investment advice to private clients, enhancing portfolio diversification and achieving measurable improvements in investment returns. Strengthened client relationships through proactive communication and personalized financial strategies, resulting in increased client satisfaction and retention. Conducted in-depth market research and analysis, leveraging insights to inform investment decisions and adapt strategies to changing economic conditions. Utilized advanced analytical skills to evaluate financial statements and market trends, ensuring informed investment recommendations and maximizing client ROI.

Subeditor | Fintech | Economics | Technology | Business Ethics

India Today

2020-7 - 2022-3 · 1 yr 9 mos

Delhi, India

Authored and edited over 200 articles in Technology, Fintech, and Economics sectors, enhancing content quality and engagement through rigorous research and analytical insights, resulting in a 25% increase in reader retention. Designed and delivered impactful visual presentations and infographics, translating complex financial and technological data into accessible formats, which improved audience comprehension and increased content shares by 20%. Conducted comprehensive market research and analysis to guide editorial direction, showcasing analytical thinking that contributed to a 15% improvement in content relevance and audience growth. Collaborated with cross-functional teams to ensure editorial content aligned with strategic goals, leveraging strong communication skills to enhance the publication's authority in emerging tech and economic trends.

Intern

Saarc Development Fund

2017-5 - 2017-6 · 2 mos

Thimphu, Bhutan

Supported project evaluation and reporting, contributing to the successful assessment of over 10 regional development initiatives, enhancing my analytical and research skills. Assisted in the coordination of cross-border development projects, facilitating communication between stakeholders from eight member countries, which improved project alignment and increased efficiency by 15%.