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
2024.01 - 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
2023.06 - 2023.08
- 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
2021.03 - 2021.05
- 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
2024.01 - Current
Internship at Motilal Oswal Service Ltd
Financial Advisors
2023.06 - 2023.08
Rise High Consultant & Advisors LLP
Freelacer
2021.03 - 2021.05
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
Similar Profiles
Rajik SheikhRajik Sheikh
SBI CREDIT CARD OPEN MARKET at RELATIONSHIP MANAGER ZONE 2SBI CREDIT CARD OPEN MARKET at RELATIONSHIP MANAGER ZONE 2
AVINASH DUBEYAVINASH DUBEY
Axis Bank Ltd at Priority Relationship ManagerAxis Bank Ltd at Priority Relationship Manager
ANANDKUMAR POWERBI DEVELOPERANANDKUMAR POWERBI DEVELOPER
COSMIC GLOBAL PVT LTD at Client Relationship ManagerCOSMIC GLOBAL PVT LTD at Client Relationship Manager