Summary
Overview
Work History
Education
Skills
Software
Certification
Interests
learn Stock market new Update Like option trade , Stocks
Timeline
Generic

Madhuri Chandel

Nagpur

Summary

Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools. Ready to use and develop skills in financial analysis and client advisory in Financial Advisor role.

Overview

1
1
year of professional experience
1
1
Certification
2
2
Languages

Work History

Financial Advisor

A S Capital
04.2023 - 08.2024
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Education

MBA - Masters in Management Studies

SIR M Visvesvarya Institute Of Management Studies
Mumbai
04.2001 -

Bachelor of Science - Science Education

Shivaji Science College
Nagpur
04.2001 -

Skills

Investment planning

Client relations

Problem-solving

Insurance decisions

Financial advising

Sales expertise

Sales and marketing

Relationship building and management

Time management

Software

MS Excel – Data entry, formulas, pivot tables, charts MS Word – Document formatting, report creation MS PowerPoint – Presentation design and formatting Tally ERP – Basic accounting and bookkeeping Zoho Books – Online accounting and

Certification

Senior Financial Advisor

Interests

Business Strategy Reading

Financial Markets And investment

Data Analysis And Excel Modeling

Travel And Cultural Exploration

learn Stock market new Update Like option trade , Stocks

I’m an enthusiastic learner with a growing passion for the stock market, particularly in options trading and equity investments. Over the past few months, I’ve been actively studying market trends, technical analysis, and strategies like covered calls, spreads, and intraday movements. I regularly follow updates on financial news platforms, track market indices, and participate in mock trading to improve my practical understanding. My goal is to build strong financial literacy and eventually leverage my knowledge in a professional finance or trading environment.

Timeline

Senior Financial Advisor

08-2024

Financial Advisor

A S Capital
04.2023 - 08.2024

MBA - Masters in Management Studies

SIR M Visvesvarya Institute Of Management Studies
04.2001 -

Bachelor of Science - Science Education

Shivaji Science College
04.2001 -
Madhuri Chandel