Shaswat Pokharel
Financial Advisor
Magdeburg
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
7
7
years of professional experience
2
2
Languages
Work History
Financial Advisor
Deutsche Vermögenberatung
Frankfurt
08.2023 - Current
- Met with clients and performed financial analysis, and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Utilized KPI analysis to identify opportunities for portfolio optimization and asset diversification, resulting in a 12% average increase in clients' annual returns.
- Cultivated and strengthened relationships with new clients and educated clients on financial services and cost control.
Manager
Gorakhali Motor Parts
10.2017 - 03.2019
- Oversaw vendor setup and ensured timely payments, maintaining financial compliance
- Contributed to sustained revenue growth by monitoring industry forecasts and adapting strategies accordingly.
- Improved budgets and adjusted marketing strategies based on financial insights and market trends.
- Established collaborative relationships with stakeholders and implemented KPI tracking processes for informed decision-making.
Founder
S.B. Foods
05.2017 - 10.2017
- Analyzed and communicated financial standings and cost-effectiveness, presenting comprehensive reports on the company's financial health and efficiency.
- Developed and executed strategies to navigate market fluctuations, ensuring the company's sustained growth minimized risk exposure
- Implemented streamlined processes and operational enhancements to improve cost-effectiveness and overall efficiency within the company.
Internship Student
Nepal Investment Securities Trading
02.2017 - 03.2017
- Research the technical patterns of the stock market and make a fundamental analysis.
- Prepare daily transaction records of stock trading - Maintain daily cash flow records
- Completed research, compiled data, updated spreadsheets, and produced timely reports.
Education
Master of Science - Financial Economics
Otto-von Guericke Universität
Magdeburg, Germany 10.2019 - 2022.08
BBA - Business Administration
Kathmandu University
Kathmandu, Nepal 07.2013 - 2017.06
Skills
Business Strategy
Timeline
Financial Advisor
Deutsche Vermögenberatung
08.2023 - Current
Master of Science - Financial Economics
Otto-von Guericke Universität
10.2019 - 2022.08
Manager
Gorakhali Motor Parts
10.2017 - 03.2019
Founder
S.B. Foods
05.2017 - 10.2017
Internship Student
Nepal Investment Securities Trading
02.2017 - 03.2017
BBA - Business Administration
Kathmandu University
07.2013 - 2017.06
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