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Umesh Thakur
Mobile: +91-99********
E-Mail: umesh***@gmail.com
Career Summary
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3 years of rich work experience in Risk Analysis / Portfolio
Management, Client servicing, etc.
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Expertise in Capital markets, fixed income securities, financial
derivatives etc.
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Expertise in providing advisory services to clients in investment
solutions, by providing them correct analysis of their holdings.
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Good knowledge of Fixed Income Products and their behaviour in
the market.
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Proficient in getting systems and procedures in order to maximise
the business returns.
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Well versed with Oracle 8i
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Excellent relationship management skills
Skills Set:
Client Servicing
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Handling the requirements and complaints from the clients,
ensuring a timely resolution.
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Assessing the client feedback received through various sources to
ascertain the improvement areas.
Risk Analysis and Portfolio Management
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Monitoring the performance of client’s portfolio on a security
and fund level.
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Assessing the effect of changes in the local and global market
affecting various types of Securities
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Risk Assessment and Analysis of Fixed Income Securities and other
holdings of portfolio.
Team Management
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Conducting researches on changes in the local and global market
& its effects on various portfolios.
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Imparting trainings to the new employees.
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Training the junior team members to ensure target achievement.
ers.
Achievements at Work
• Awarded STAR of the month for getting appreciation from the
clients.
• Awarded Smile Awards for playing the role of a good mentor and being a good
team member.
Work Experience:
- Currently working as Risk Analysis and Portfolio Manager for XYZ
Co. Ltd., since Dec 2007
- Worked as Portfolio executive for ABC Co. Ltd. from Aug-2006 to Nov. 2007
Academia
- MBA (Finance & System) from XYZ Institue with 63% marks in
2006.
- B.E – Civil from XYZ University with 72% marks.
Personal Snippet
Date of Birth: 5th Sept, 19**.
Languages Known: English and Hindi
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