Overview
Work History
Education
Skills
Timeline
Interests
Interests

Praneeth Venugopal

Brisbane,QLD

Overview

7
7
years of professional experience

Work History

Customer Relationship Officer

Panthera Finance
05.2023 - 01.2024
  • Established and nurtured collaborative relationships with clients to facilitate negotiations that achieved customised meaningful financial solutions.
  • Handled over 60 customer calls per day.
  • Managed diverse portfolios, ensuring clients' adherence to agreed-upon financial arrangements.
  • Managed sensitive information, including identification and financial details, with utmost confidentiality and discretion.
  • Maintained accurate and professional records of all client interactions and account actions, ensuring compliance with industry standards and company policies.
  • Proficiently utilised Microsoft Suite applications and other systems for efficient data management and analysis.
  • Identified, acknowledged, and resolved client objections and complaints using customer-centric approach, fostering positive client experiences.

Finance Manager

Sol Sports Academy
04.2017 - 06.2022
  • Calculated commissions for trainers in excess of ₹900,000 per quarter.
  • Audited, balanced and reconciled payroll for more than 20 personnel.
  • Created documents to display financial reports and data using QuickBooks.
  • Increased retail volume by 27% in one year.
  • Resolved escalated customer issues and boosted retention rates by 36%.
  • Spearheaded expansion strategies to increase business market share, drive growth and bring in more than 120 new customers in 6 months.
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Developed strategic plans for day-to-day financial operations.

Education

Master of International Economics And Finance - Economics And Finance

The University of Queensland, Brisbane, QLD
06.2024
  • Semester GPA : 6.25
  • Prominent coursework: Portfolio Management (FINM7403), Financial Risk Management (FINM7405), Corporate Finance (FINM7402), Consumer and Firm Behaviour (ECON7110), Economics of Financial Markets (FINM7200)

Bachelor of Commerce - Accounting And Finance

Jain (Deemed-to-be University), Bengaluru, Karnataka
06.2021
  • CGPA : 7.014
  • Prominent coursework: Accounting, Capital Market Operations, Security Analysis and Portfolio Management, Advanced Financial Markets and Services, and International Financial Management.

Skills

    Microsoft Office Suite

    Portfolio Management

    Risk Management

    Derivatives Trading

    Financial Statement Analysis

    Momentum Trading

    Technical Analysis

    Equity Valuation

Timeline

Customer Relationship Officer - Panthera Finance
05.2023 - 01.2024
Finance Manager - Sol Sports Academy
04.2017 - 06.2022
The University of Queensland - Master of International Economics And Finance , Economics And Finance
Jain (Deemed-to-be University) - Bachelor of Commerce, Accounting And Finance

Interests

Certificates & Achievements: Behavioural Finance - Duke University, Portfolio and risk management - University of Geneva, IELTS (Overall Band Score - 8), CFA Level 1 Candidate

Competitive Sport: Tennis player known to have won numerous State and National (AITA) tournaments and began taking part in ITF Junior tournaments from 2015 following upto ITF Pro Circuit since 2017.

Interests: Swing Trading, Cryptocurrency, Real Estate, Tax Law, History  

Favourite Books: Fooled by Randomness, Market Wizards, Trading in the Zone, Hedgehogging, Reminiscences of a Stock Operator 

Interests

Certificates & Achievements: Behavioural Finance - Duke University, Portfolio and risk management - University of Geneva, IELTS (Overall Band Score - 8), CFA Level 1 Candidate

Competitive Sport: Tennis player known to have won numerous State and National (AITA) tournaments and began taking part in ITF Junior tournaments from 2015 following upto ITF Pro Circuit since 2017.

Interests: Swing Trading, Cryptocurrency, Real Estate, Tax Law, History  

Favourite Books: Fooled by Randomness, Market Wizards, Trading in the Zone, Hedgehogging, Reminiscences of a Stock Operator 

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Praneeth Venugopal