ARVIND ARUN
Wealth Manager (Right To Work In The UK For 2 Years)
Chennai
Summary
Wealth management professional with expertise in financial planning, investment strategies, and portfolio management.
Always keen on collaborating with teams with strong skills in asset allocation, risk assessment, and delivering tailored financial solutions to clients.
Overview
3
3
years of professional experience
4
4
Certifications
Work History
Wealth Manager
TATA Capital limited
Chennai
05.2024 - Current
- Supported high-net-worth individuals with comprehensive financial planning, investment allocation, and ongoing portfolio monitoring.
- Prepared cash flow analyses, tax projections, investment performance reports, and client-ready presentations.
- Assisted with account onboarding, asset transfers, cash management, and execution of investment-related transactions.
- Proactively resolved time-sensitive client service matters and recommended solutions to address investment and account-related issues.
- Coordinated with Wealth Advisors and internal teams to implement tailored portfolio strategies and ensure smooth operational execution.
Management Trainee- Internship
ICICI Prudential (Asset Management)
Chennai
02.2023 - 06.2023
- Collaborated with branch and relationship managers from HDFC and Axis Bank to strengthen distribution and support client acquisition.
- Delivered fund training to relationship managers, enabling informed client advisory and capital growth.
- Led presentations across banking channels to promote new fund launches and boost market visibility.
Education
Master of Business Administration(MBA) - Finance
ICFAI Business School (IBS)
Hyderabad01-2024
Bachelor Of Engineering (B.E) - Mechanical Engineering
Rajalakshmi Engineering College
Chennai01-2022
Skills
Investment portfolio management
Financial analysis
Market trend analysis
Proficient in financial modeling
Investment analysis
Certification
NISM 5A (Mutual Funds)
Timeline
Wealth Manager
TATA Capital limited
05.2024 - Current
Management Trainee- Internship
ICICI Prudential (Asset Management)
02.2023 - 06.2023
Bachelor Of Engineering (B.E) - Mechanical Engineering
Rajalakshmi Engineering College
Master of Business Administration(MBA) - Finance
ICFAI Business School (IBS)