Meghna Sharma

Wealth Manager at Fincart Financial Planners
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Contact Information
us****@****om
(386) 825-5501
Location
Thane, Maharashtra, India, IN

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Experience

  • Fincart Financial Planners
    • India
    • Financial Services
    • 1 - 100 Employee
    • Wealth Manager
      • Feb 2022 - Present

  • HDFC Limited
    • Financial Services
    • 700 & Above Employee
    • Customer Service Staff
      • Sep 2019 - Apr 2022

      attending walk in customers, addressing their queries and providing immediate assistance. attending walk in customers, addressing their queries and providing immediate assistance.

  • Affluence Financial Services LLP
    • India
    • Financial Services
    • 1 - 100 Employee
    • Internship Trainee
      • Feb 2019 - Apr 2019

      understanding various insurance types and trend analysis of various stocks, funds, debts. knowledge of direct tax understanding various insurance types and trend analysis of various stocks, funds, debts. knowledge of direct tax

Education

  • shri mahavir jain english high school
    Bachelor of Commerce - BCom, Accounting
    2017 - 2018
  • Birla College of Arts Science & Commerce Birla College Road Kalyan Dist Thane 421 304
    Bachelor of Commerce - BCom, Business/Commerce, General
    2015 - 2018

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