Experience

Fintoo

• India
• Financial Services
• 100 - 200 Employee

• Associate Vice President

  • May 2022 - Present

  Mumbai, Maharashtra, India

• Team Leader

  • Jan 2021 - Jun 2022

  Mumbai, Maharashtra, India As a Senior Wealth Advisor and Team Leader , I have responsibility to give a tailored solutions and service support with a holistic advisory approach for High Net Worth Individual and Ultra High Net Worth Individual's (HNI & UHNI's). Also mentoring and assisting a team to research, analyze and strategies wealth advisory for the clients.

• Senior Wealth Advisor

  • Apr 2020 - Jan 2021

  Mumbai, Maharashtra, India Experienced personnel in Financial Planning and contribute towards efficient wealth advisory solutions to clients with an edge over analytical skills. With a vision to understand client unique situations and to develop a customized plan with strategies designed to achieve their specific goals and objectives.

• Wealth Advisor

  • May 2019 - Jan 2021

  Mumbai, India



Credent Global Finance

• India
• Financial Services
• 1 - 100 Employee

• Business Development Executive

  • Mar 2018 - May 2018

  One BKC I worked on a project "Research of Financial Product in Portfolio Management Service" Key Responsibilities : 1. Business Development 2. Report on market and economy 3. Brand Awareness and Pre-sales Presentations



Haptik

• United States
• Software Development
• 300 - 400 Employee

• Virtual Assistant

  • Dec 2015 - Sep 2016

  Mumbai Area, India