Abhishek Maheshwari
Jaipur
Summary
Dynamic finance professional with extensive experience at JM Financial Services Limited, excelling in portfolio management and client relationship management. Proven track record in identifying investment opportunities and delivering tailored financial solutions. Adept at leveraging strong analytical skills and effective communication to drive client satisfaction and achieve business growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Manager
JM Financial Services Limited
Jaipur
04.2024 - Current
- Performed due diligence activities in order to identify suitable investment opportunities for clients.
- Kept close eye on financial and operational performance of investment funds to maintain portfolio targets.
- Met with investors to determine investment goals or discuss investment strategies.
- Conducted presentations to potential clients to explain services offered by the company.
- Researched and analyzed various funds, stocks, bonds, and other investment products.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Managed client expectations and resolved any concerns or issues promptly.
Self-employed
Freelancer
Jaipur
01.2022 - 03.2024
- Mutual fund distribution
- Portfolio management
- Equities and Future and options trading
- Prepared timely and accurate financial reporting and analysis
- Thrived in fast-paced environment with energy and enthusiasm
Assistant Manager
UTI Asset Management Company
Junagadh
07.2019 - 01.2022
- Relationship manager - developed and maintained relationship with mutual fund distributor, banking channel and HNI clients
- Client Communication and Client handling
- To drive growth and increase market share
- Manage relationship with 135+ mutual fund distributor across region
- Created and executed partner specific plans, processes resulting to increase their efficiency and productivity in equity schemes, debt scheme, liquid funds and hybrid fund
- Exceeded goals through effective prioritization and consistent work ethic
- Identified issues, analyzed information and provided solutions to problems
MBA Intern
H&R Block
Pune
05.2018 - 01.2019
- Company Overview: Pune, India
- Business development and Tax advisor
- Onboarding clients filling their tax return {ITR 1, 2, 3, 4}
- Conducted critical research into changing metrics causes and customers, user interactions and trends to help businesses stay competitive
- Shadowed database personnel to learn new methods to achieve job duties
- Participated in workshops to advance skills
- Awarded with certificate of excellence for business development
- Pune, India
Graduate Trainee
Deutsch Bank
Jaipur
09.2015 - 03.2016
- Helped office staff prepare reports and presentations for internal or client-related use
- Compiled information from files and research to satisfy information requests
- Corresponded with clients through email, telephone, or postal mail
- Managed multiple tasks and met time-sensitive deadlines
Education
MBA - Finance and HR
LEXICON MILE INSTITUTE OF MANAGEMENT
Pune, MH01.2019
Bachelor of Commerce - Banking and Finance
Rajasthan University
Jaipur, RJ01.2015
Senior Secondary - Commerce with Computer Science
Maheshwari Public School
Jaipur, RJ01.2013
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Problem-solving
- Communication Skills
- Public Relations
- Fast learner
- Professional manner
- Positive attitude
- Relationship building and management
- Teamwork skills
- Investment strategies
- Portfolio management
- Financial analysis
- Client relationship management
- Market research
Languages
- English
- Hindi
Certifications And Achievements
- NISM Certified
- Star performer trophy for debt fund in Gujarat region.
- Various certificates for SIP numbers achievement + certificate of excellence in achieving NFO Target.
- Awarded with certificate of excellence for business.
- Achieved service time and quality targets.
- Maximized customer engagement and satisfaction by delivering excellent customer service.
- Prepared range of written communications, documents and reports.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Met schedule using excellent planning and coordination skills.
Certification
- NISM Certified Star performer trophy for debt fund in Gujarat region.
- Various certificates for sip numbers achievement + certificate of excellence in achieving NFO Target
- Awarded with certificate of excellence for business development.
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Timeline
Manager
JM Financial Services Limited
04.2024 - Current
Self-employed
Freelancer
01.2022 - 03.2024
Assistant Manager
UTI Asset Management Company
07.2019 - 01.2022
MBA Intern
H&R Block
05.2018 - 01.2019
Graduate Trainee
Deutsch Bank
09.2015 - 03.2016
MBA - Finance and HR
LEXICON MILE INSTITUTE OF MANAGEMENT
Bachelor of Commerce - Banking and Finance
Rajasthan University
Senior Secondary - Commerce with Computer Science
Maheshwari Public School
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