Hi,
I’m Roshan from India. I’m looking to apply for an MBA this year for the 2024 intake. Thank you for setting this consultation up. Would appreciate your views on my profile.
• Demographic – Indian, Male
• Education – Madras University (RKM Vivekananda College), 70%-75%, Majored in Bachelor of Commerce (Specialization in Finance and Accounting). 3 Year UG degree
• Extracurriculars – Vice President of the Rotract Club during college. Part of organizing various tournaments, blood drives, and I was in-charge of recruiting, and delegating work to new recruits.
• GMAT – 690. Q46, V39
• Work Experience –
• 5 Years of Work Experience in the Financial Services industry. Specifically Private Wealth Management and Investment Advisory. Worked directly under the two partners of the firm
• My role is primarily that of a decision maker, ideator of new investment ideas, and capital allocator. My team and I decide what goes into each client’s advisory portfolio. In addition to this, I’m also involved in various forms of communication (conducting webinars, writing blogs, interacting with other experts in the industry, etc.). My role in client interaction is limited to the sales team requests (portfolio reviews, lead conversion) or when necessary.
• For the last two years, my team and I are also managing a PMS (Portfolio Management Service), a multi asset and geographically diverse portfolio. My role here is Investment Strategy, daily portfolio actions and client communication.
• Promotions – Investment Strategist -> Associate Vice President – Investment Strategy
• Accomplishments – Responsible for an average annual growth of 47% in advisory assets, led the bond investment advisory desk and accumulated assets of over $10 Million over 3 years.
• International / Multicultural exposure – International exposure is limited to a handful of personal interactions with clients. Rich multicultural exposure with colleagues and clients from across India. I've also hosted multiple webinars where I have addressed clients within and outside India
• Post MBA Goals – Management consulting (MBB preferred).
• Target Schools – I would appreciate your views on where I would stand a chance but here are some that I desire
• Booth
• Stanford
• Harvard
• Columbia
• Haas – Berkeley
• Stern
• Rotman
• Imperial College
• INSEAD
• London Business School
• Said – Oxford
• SDA Bocconi
• HEC Paris
• Alliance - Manchester Business School
• Other Relevant Information – I could not continue with any extracurriculars after undergrad because work has always been hectic (8.5 hours a day X 6 days a week). I also plan on re-attempting the GMAT sometime in July. Want to get my score to a 730+.
Also could you let me know if my background in Wealth Management would make my application stand out in terms of diversity? From what I'm aware the Indian - Male - Engineering profile is quite common.
Thanks a ton, in advance. Sorry if I was a bit too extensive in my profile description.