Dhvani Joshi
Mumbai
Summary
A highly astute, energetic, and team-spirited finance graduate seeking a position to meet and exceed an organization’s goals and objectives. Adept at working as part of a cross-functional team or independently. Communicates effectively with all levels of an organization
Overview
3
3
years of professional experience
1
1
Certification
Work History
Ffreedom Intermediary Infrastructure Private Ltd
Relationship Manager
01.2024 - Current
- Engage IFAs on regular basis over the the phone to assit them on query they raised
- Update IFAs on new feature / recent changes in the program.
- Ensure IFA renew service within specific time
Internship at Motilal Oswal Service Ltd
Financial Advisors
06.2023 - 08.2023
- provide clients with expertise and advice on financial matters, making recommendations for ways to best utilize their money
- Provide strategic advice across a variety of financial products and services
- Manage and update client portfolios in response to life changes or economic trends
- Comply with all industry rules and regulations
- Monitor economic and financial trends to ensure they are providing the best advice and services to the client.
Rise High Consultant & Advisors LLP
Freelacer
03.2021 - 05.2021
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Education
Bachelor of Financial Market - Financial Market
Ghanshyamdas Saraf College of Arts And Commerce,
2023
Higher Secondary Examnition -
Nirmala Memorial Foundation College of Commerce An
2020
Secondary School Examination -
Dr. SARVEPALLI RADHAKRISHNAN INTERNATIONAL SCHOOL
2018
Skills
- Basics Of Computer
- Good Comunication Skills
- Professionalism & Strong Work Ethics
- Adaptability
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Timeline
Ffreedom Intermediary Infrastructure Private Ltd
Relationship Manager
01.2024 - Current
Internship at Motilal Oswal Service Ltd
Financial Advisors
06.2023 - 08.2023
Rise High Consultant & Advisors LLP
Freelacer
03.2021 - 05.2021
Bachelor of Financial Market - Financial Market
Ghanshyamdas Saraf College of Arts And Commerce,
Higher Secondary Examnition -
Nirmala Memorial Foundation College of Commerce An
Secondary School Examination -
Dr. SARVEPALLI RADHAKRISHNAN INTERNATIONAL SCHOOL
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
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