Aagam Pipariya
Mumbai
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
I am eager to apply my analytical and problem-solving abilities to provide personalized financial solutions that meet clients' unique needs. With a passion for finance and a commitment to delivering exceptional service, I am ready to contribute to a dynamic team and continue to grow professionally in this exciting field.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Wealth Manager
Purnartha Investment Advisor
Mumbai
09.2023 - Current
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
- Organized seminars and workshops to educate clients about different aspects of investing and managing finances effectively.
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
Education
Bachelor of Business Administration - Finance
Narsee Monjee Institute of Management Studies
Mumbai, MHSkills
- Calm under pressure
- Meeting expectations
- Highly responsible and reliable
- Portfolio Management
- Client Retention
- Multilingual
- Team Member
Certification
- Investment Planning Specialist
- Risk and Estate Planning Specialist
- Retirement and Tax Planning Specialist
Affiliations
- Cultural Secretary at United Jain Students Home
Accomplishments
- Star of the Month - Sales for the month of November 2023
- Ranked 18th in Maharashtra in National Talent Search Examination
Languages
English
First Language
Hindi
Proficient (C2)
C2
Gujrati
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Marwadi
Proficient (C2)
C2
Timeline
Wealth Manager
Purnartha Investment Advisor
09.2023 - Current
Bachelor of Business Administration - Finance
Narsee Monjee Institute of Management Studies
- Investment Planning Specialist
- Risk and Estate Planning Specialist
- Retirement and Tax Planning Specialist
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