Vineetha Bharath

• Managed operational KPIs (cycle time, SLA adherence) enabling data-driven decision-making • Built automated Excel-based reporting frameworks reducing analysis time by ~70% • Supported cost-efficiency initiatives through structured performance tracking • Collaborated cross-functionally with Finance, Logistics, and Customer Operations • Strengthened execution discipline and operational performance monitoring

Managed a portfolio of 500+ HNW & UHNW investors, ensuring client satisfaction and retention. Achieved 100% of sales targets through referrals, personal engagement, and relationship building. Designed an Excel-driven investor dashboard, reducing reporting errors and boosting accuracy. Coordinated investor conferences, strengthening brand and client relationships. Spearheaded development of a mobile app for investors, enhancing engagement and transparency.

Specialisation: Corporate Finance & Financial Controlling Relevant Coursework: • Financial Analysis & Reporting • Corporate Finance & Valuation • Management Accounting & Control • Data-Driven Decision Making • Investment Analysis & Portfolio Management • Business Ethics & Corporate Governance • In