Rudi Rajkumar

Experience in strategic decision making and advising global clients across Banking and Financial Services (BFS) firms with focus on the IT Services industry Led a published research for Asset and Wealth Management IT Services PEAK Matrix Assessment Worked on proposals and other initiatives to support business development efforts Participated in external market communications by responding to analyst inquiries, conducting executive conversations, and maintaining/growing long-term client relationships

Compiled professional research data, analyzed industry-specific trends, pain points and gaps to create impactful presentations highlighting insights and to recommend actionable optimizations to organizations in the field of capital markets and wealth management

Assisted individuals and families in creating short to long term goal-based financial plans and consulted them in their investment decisions following guided profiling of each client through phone interactions as well as in-person engagements Provided clients with timely equity recommendations from the research team and also analyzed their existing portfolios for occasional re-balancing

Analyzed currency price charts and monitored key market trends and data points to determine trading opportunities and develop short to medium term trading strategies leveraging Technical Analysis and Risk Management techniques Trained 4 interns on the basics of trading in currencies markets and guided them in the generation of new leads, resulting in new client acquisitions for the firm