Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Sheevangini Suggyz

Tampa,FL

Summary

A business-driven manager, finding successful ways to acquire new clients and foster lucrative relationships through dynamic collaboration.

Skilled in assisting clients with financial planning processes, crypto analysis and trading.

Overview

11
11
years of professional experience

Work History

Research Analyst

MOVING PERSPECTIVE INVESTMENTS
Dunedin, FL
01.2022 - Current

o Performed research and analyzed investment opportunities.

o Responsible for buying, selling and transferring crypto assets with various degree of complexities.

o Staked crypto assets to generate additional income with minimum risk involved.

o Kept high security standards to secure all the crypto assets stored in their designated wallets.

o Determined assets eligible for airdrops and collecting them before they expire.

o Co-ordinated with the CPA for tax filing, expenses, and banking operations.

o Ensured proper bookkeeping through QuickBooks and documentation of invoices.

o Conducted audits for all the crypto wallets, exchanges and investments done from 2012-2024.

o Created guidelines and manuals for all the company procedures.

o Managed running costs, cash flow and processed payroll for the company.

RELATIONSHIP MANAGER (M1)

ICICI Bank
Gurgaon, DE
08.2013 - 08.2018

· Managed complete sales operations, increased client base by 35% YOY and generated net inflow of 5 million revenue aligned with the bank growth plan.

· Demonstrated excellence in handling the positioning & cross selling of various products to existing & prospective clients.

· Proven track record of maintaining good corporate relationships for both acquisition and retention.

· Responsible for ring fencing the corporate with products like NPS (National Pension Scheme – 401k equivalent), Credit cards, Home Loan, Personal Loan, General Insurance, Corporate Account solutions, Forex-Travel Card solutions and Corporate Internet Banking.

· Handling key corporates like Amdocs, Siemens, Cannon, Capgemini, VE Commercial, Eicher motors, Maruti Suzuki, Vistara, Spice jet, Millward Brown, Nokia, ZS associates among many others.

· Supervising customer service operations for rendering & achieving quality services.

· Ranked Top 2 in BSC for consecutive 2 years and under top 5 for next 3 years.

Qualified and awarded for 3 National Contest for Home loan, Personal loan and GI.

Education

MBA - FINANCE AND HR

BIRLA INSTITUTE OF TECHNOLOGY
NOIDA
05-2013

Bachelor of Commerce -

RANCHI UNIVERSITY
RANCHI
05-2011

DELHI PUBLIC SCHOOL
RANCHI
04-2008

Skills

  • Sales & Marketing
  • Strategic Planning
  • Team Management
  • Banking Operations
  • Client Servicing
  • Cryptocurrency Investing

Affiliations

  • Digital Content Creator for Brands Promotions on Instagram.

Timeline

Research Analyst

MOVING PERSPECTIVE INVESTMENTS
01.2022 - Current

RELATIONSHIP MANAGER (M1)

ICICI Bank
08.2013 - 08.2018

MBA - FINANCE AND HR

BIRLA INSTITUTE OF TECHNOLOGY

Bachelor of Commerce -

RANCHI UNIVERSITY

DELHI PUBLIC SCHOOL
Sheevangini Suggyz