Abel Jisha Antony

Advised institutional and high-net-worth clients on multi-asset portfolio strategies spanning equities, fixed income, private equity, real assets, and hedge funds.
Translated complex macroeconomic and market research into actionable investment recommendations tailored to each client’s risk-return profile.
Evaluated proprietary and third-party investment vehicles — including mutual funds, ETFs, SMAs, and alternative funds — to support client allocation decisions.
Monitored global market trends, economic indicators, and geopolitical developments to proactively refine client strategies.
Built and maintained long-term client relationships through consistent communication, quarterly portfolio reviews, and timely market insights.

Analyzed market trends, industry developments, and the competitive landscape to identify new business opportunities.
Developed and executed client acquisition strategies across networking, events, referrals, cold outreach, and digital marketing.
Qualified inbound and outbound leads and initiated contact with key decision-makers at target companies.
Identified and pursued strategic partnerships to expand service offerings and access new markets.
Represented the firm at industry conferences, networking events, and business forums.

Designed and implemented a strategic business plan that expanded the company’s customer base.
Monitored asset allocation and investment performance against benchmarks on a risk-adjusted basis, overseeing all portfolio activity.
Devised and implemented investment strategies and processes aligned with client goals.
Led new client acquisition efforts, communicating and influencing effectively across all levels of client organizations.
Strengthened leadership, people management, risk management, and time management capabilities while scaling a growing client portfolio.

Launched a multichannel social media campaign that boosted brand awareness by 18%.
Conceptualized and executed an email marketing strategy achieving a 37% open rate and a 15% lift in sales.
Developed efficient, intuitive marketing strategies to support sales growth.
Built and implemented a strategic plan to drive business growth and marketing effectiveness.

Generated leads through independent marketing and outreach efforts.
Responded to and engaged qualified inbound leads while maintaining high client satisfaction.
Created sales presentations and pitch materials aligned to established guidelines and scripts.
Participated in ongoing sales training, seminars, and industry events to sharpen decision-making and strategic planning skills.

Explained event concepts and service offerings to prospective clients.
Managed day-to-day operations and coordinated with the team to ensure timely event execution.
Identified customer needs and translated them into value-added event solutions.