Abhinav Gupta
Senior Financial Planning Analyst at AMERIPRISE FINANCIALS LLC
- Bangalore, Karnataka, India
- abhinav11097@gmail.com
- +91 98111-24285
Dedicated and accomplished Financial Planning Analyst with a proven track record of implementing advanced financial strategies, managing high-volume advisory practices, and developing comprehensive financial plans. Experience in client management, investment performance reporting, and upskilling team members in U.S. financial planning concepts. Pursuing an MBA in Business Analytics from Amitay University. Skilled in financial analysis, investment strategies, portfolio management, budgeting, and forecasting. Proficient in MS Excel, MS PowerPoint, MS Outlook, Power BI, and Naviplan. Holder of a Postgraduate Diploma in Banking and Finance from TKWS Institute of Professional Studies and a Bachelor of Commerce (Honours) from Vivekananda Institute of Professional Studies. Certified in Data Analytics Using Power BI with multiple awards for surpassing production and quality expectations. Actively involved in volunteer engagement and competitive event organization at Ameriprise.
Experience
Senior Financial Planning Analyst
● Streamlined operations with five high-volume advisory practices.
● Implementing advanced financial strategies (Roth conversion, 3-tier strategy, etc.) results in a 15% improvement in client goal achievement rates.
● Mentoring junior analysts, providing guidance, conducting thorough reviews, and fostering their development.
Financial Planning Analyst
● Responsible for supporting financial advisors in the U.S. in crafting comprehensive and compliant financial plans
for individual and household clients.
● Developed 1200+ financial plans using approved planning tools, ensuring adherence to compliance standards.
● Actively engaged in upskilling U.S. financial planning concepts to facilitate effective communication with
advisors.
● Document advice and financial strategies tailored to each client's economic situation, following advisors' prescribed
formats.
● Consistently met turnaround times and quality metrics for preparing detailed financial plans.
● Successfully managed multiple priorities and evolving expectations by maintaining focused communication with team members and business partners.
Investment Manager
● Responsible for end-to-end client management by following the financial planning process, living and embodying
the company’s core values of client centricity and empathy.
● Developed over 150 financial plans focusing on core retirement planning, resulting in a 25% increase in client
satisfaction.
● Preparing periodic investment performance reports covering holdings and return rates.
● Having fantastic, value-creating, and memorable conversations with clients every day!
● Helping clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and
monitoring those solutions.
● Being a mentor, guide, counselor, and friend to clients on their challenging journey toward long-term wealth
creation.
● Managed over 600 mutual fund portfolios worth Rs. 20 crores.
Awards
Ammy thank-you and gold awards
Received multiple Ammy thank-you and gold awards for surpassing production and quality expectations.