Pooja Ukrande
Senior wealth advisor at Fintoo- Claim this Profile
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Bio
Experience
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Fintoo
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India
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Financial Services
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100 - 200 Employee
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Senior wealth advisor
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Jul 2023 - Present
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Tata Consultancy Services
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India
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IT Services and IT Consulting
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700 & Above Employee
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Senior Process Associate
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Apr 2022 - Jul 2023
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Research and Ranking
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India
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Financial Services
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200 - 300 Employee
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Assistant Manager
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Feb 2021 - Jun 2021
• Advised clients on goal-based financial planning, developed customized plans, and managed portfolios.• Conducted data gathering and reviewed progress to ensure strategies aligned with objectives and risk profiles.• Created tools in Excel for financial planning.• Prepared action plans and explained suitable products to clients and handled client queries.• Conducted seminars/webinars on financial planning for corporate clients.
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Senior wealth counsellor
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Sep 2018 - Feb 2021
Advised customers for their portfolio creation as per the requirement.Identified the fitment of sales products matching the client’s investing goals.Interacted with potential customers for their Contributed a massive share in companies revenue growth by on boarding potential customer.
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Education
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2014 - 2016
Aditya Institute of Management and Research (AIMSR)
Master of Business Administration - MBA, Finance -
University of Mumbai
Master of Business Administration (M.B.A.), Finance and Financial Management Services -
nandadeep vidyalaya
nirmala memorial, masters in management studies
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