Karan Sushil Sharma

Mumbai

Summary

Dynamic Senior Investment Advisor at Eureka Outsourcing Solutions Pvt. Ltd. with a proven track record in developing investment strategies that enhance portfolio performance. Skilled in relationship building and fundamental analysis, I foster client trust while mentoring teams to improve communication and efficiency. Committed to compliance and market research, driving business growth through strategic insights.

Overview

years of professional experience

Work History

Senior Investment Advisor

Eureka Outsourcing Solutions Pvt. Ltd.

07.2021 - 12.2023

Mentored junior advisors, promoting professional development and growth within the organization.
Developed comprehensive investment strategies for clients, resulting in improved portfolio performance.
Identified new business opportunities by networking within the financial community and attending industry events.
Maintained up-to-date knowledge of relevant regulations and compliance requirements, ensuring adherence in all aspects of advisory services.
Built strong client relationships through consistent communication and follow-up, fostering trust and loyalty.
Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.
Established key procedures for teams preparing documentation, models, and presentations.
Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.

Education

MBA - Finance

Welingkar Institute of Management Development & Research

Mumbai, India

11-2024

Bachelor of Financial Management - Finance

R.K. Talreja College

Ulhasnagar, Mumbai

04-2021

Skills

Fundamental analysis

Investment advice

Relationship building and management

Research and reporting

Market research and documentation

Team collaboration and leadership

Attention to detail

Microsoft Excel and PowerPoint

Flexible and adaptable

Languages

Hindi

Bilingual or Proficient (C2)

English

Advanced (C1)

Timeline