Yashveer Swami
Portfolio Manager
Dubai
Summary
Accomplished Portfolio Manager with a proven track record for enhancing client satisfaction and portfolio performance through expert investment strategy and market understanding. Adept at analyzing investment opportunities and a team player, I've significantly contributed to business growth and client relationship strengthening. Skilled in multitasking, I prioritize results and team collaboration.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Senior Real Estate Consultant
Absolute Realty
02.2025 - Current
Senior Portfolio Manager
Silver Oak Properties
08.2024 - 01.2025
Portfolio Manager
Foremen Fiefdom Real Estate LLC
01.2024 - 08.2024
- Developed and presented proposals for new investments.
- Strengthened client relationships, conducting regular meetings to review portfolio performance and discuss new investment opportunities.
- Increased client satisfaction by providing investment advice and timely market updates.
Associate Portfolio Manager
Squareyards Realestate LLC
07.2023 - 01.2024
Business Development Manager
Byjus Think And Learn
04.2022 - 10.2022
- Implemented CRM tools to better track sales opportunities and customer interactions.
- Worked Closely with sales personnel to assist with routine sales and handle advanced issues.
- Managed Business Development Associate team to meet revenue targets with required strategies.
- Training and guiding BDAs according to organization's business perspective to get maximum output.
Senior Business Development Associate
Byjus Think And Learn
06.2020 - 04.2022
- Scheduled client meetings, conducted presentations and closed sales to achieve targets.
- Identified client objectives to present product and service solutions.
- Visited, called and mailed clients to provide after sales support and build long term relation.
Education
Bachelor of Science - Information Technology
Sardar Patel Mahavidhlayala
Chandrapur, India 04.2001 -
Skills
Market understanding
Analyzing investment opportunities
Investment strategy
Multitasking
Team Player
Timeline
Senior Real Estate Consultant
Absolute Realty
02.2025 - Current
Senior Portfolio Manager
Silver Oak Properties
08.2024 - 01.2025
Portfolio Manager
Foremen Fiefdom Real Estate LLC
01.2024 - 08.2024
Associate Portfolio Manager
Squareyards Realestate LLC
07.2023 - 01.2024
Business Development Manager
Byjus Think And Learn
04.2022 - 10.2022
Senior Business Development Associate
Byjus Think And Learn
06.2020 - 04.2022
Bachelor of Science - Information Technology
Sardar Patel Mahavidhlayala
04.2001 -
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