SILU SANTHOSH
Berlin
Summary
MBA in Finance and Marketing | 5 Years of Experience Highly accomplished and versatile professional with a solid track record in financial advisory, consulting, and service relationship management roles. Armed with an MBA in Finance and Marketing, I bring 5 years of diverse experience and a passion for empowering clients to achieve their financial goals. In 2022, I took a brief career break welcoming the birth of my son and relocated to Berlin with my family. During this period, I prioritized adapting to our new environment and took the opportunity to focus on learning the German language, which I now speak at a B1 proficiency level.
Overview
5
5
years of professional experience
Work History
Service relationship manager
Axis Bank Ltd
10.2019 - 03.2022
- Provided strategic investment advice across multiple asset classes, tailoring recommendations to meet clients’ unique financial goals and risk profiles.
- Responded to client inquiries through email and written correspondence, delivering clear, accurate, and actionable insights on investment opportunities and portfolio updates.
- Conducted comprehensive financial analyses, including budget planning and risk assessments, to develop data-driven strategies that optimized client returns.
- Maintained detailed records of client portfolios and interactions, ensuring accuracy and compliance with financial regulations.
- Educated clients on financial products and market trends through one-on-one consultations, empowering them to make informed investment decisions.
- Strengthened long-term client relationships by delivering consistent, personalized service and proactive portfolio management recommendations.
- Ensured compliance with regulatory standards by implementing internal controls, minimizing risks, and safeguarding client trust.
Associate consultant
Fragomen Immigration Services India Pvt Ltd
11.2018 - 10.2019
- Manage relationships and operations of multiple accounts
- Prepare and submit immigration applications, petitions, and supporting documentation to the relevant government agencies or authorities
- Analyze legal issues and provide insights to clients and consultants
- Work on proprietary tools and systems within the organization (Connect and eNate)
- Communicate with different stakeholders like clients and partner offices
- Audit billing, reports, case status reports and consolidated reports related to the accounts
Financial advisor
Progno Financial Planning Systems Pvt Ltd
06.2017 - 11.2018
- Build and maintain strong client relationships as a trusted financial advisor
- Conduct thorough financial assessments to prepare product reports
- Advise clients on appropriate investment strategies and recommend specific financial products and services that align with their financial objectives
- Monitor and manage investment portfolios aligned with clients' goals
- Proactively reach out to clients to review their financial plans and address any changing needs or circumstances
- Educate clients about financial concepts, investment options, and market trends
Education
MBA - Finance And Marketing
FISAT Business School
06.2017
Skills
- Customer Relationship Management
- Effective Communication
- Sales and Upselling
- Multichannel Support
- Team Collaboration
Accomplishments
- Client Retention, Developed and executed a client retention strategy that improved retention rates by 15% year-over-year.
- Client Portfolio Management, Managed a portfolio of high-net-worth clients, achieving a client satisfaction rate of over 90%.
Languages
German
Intermediate (B1)
English
Advanced (C1)
Malayalam
Bilingual or Proficient (C2)
Timeline
Service relationship manager
Axis Bank Ltd
10.2019 - 03.2022
Associate consultant
Fragomen Immigration Services India Pvt Ltd
11.2018 - 10.2019
Financial advisor
Progno Financial Planning Systems Pvt Ltd
06.2017 - 11.2018
MBA - Finance And Marketing
FISAT Business School
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