Ankita Singh
Mumbai
Summary
Results-driven Financial Advisor with expertise in relationship management and revenue growth. Leverages financial analysis and data-driven insights to optimize sales strategies and enhance client retention. Proven success in supporting diverse clients with tailored investment guidance, fostering strong partnerships and achieving financial goals.
Overview
3
3
years of professional experience
Work History
Financial Advisor
Mahadev Enterprises
06.2023
- Cultivated and nurtured enduring client relationships, achieving an approximate 20% improvement in client retention through personalized financial guidance and proactive engagement.
- Identified and secured new business opportunities, driving monthly revenue growth by up to 15%.
- Executed strategic sales and client acquisition initiatives with internal teams, enhancing sales team performance and goal attainment by 10%.
- Refined sales strategies and optimized client engagement through data analytics to enhance the effectiveness of financial advisory services.
MIS COSTING
APAR Industries
12.2025 - 03.2026
- Generated and maintained daily operational MIS reports using advanced MS Excel, ensuring data integrity and timely delivery for informed decision-making.
- Analyzed operational data and organized financial records systematically to facilitate comprehensive reporting and actionable insights.
- Ensured the accuracy and efficiency of data entry, validation, and report updates, while maintaining high standards for business intelligence.
- Collaborated with colleagues to streamline reporting processes, optimizing workflow to improve operational efficiency.
- Identified and resolved report inconsistencies, safeguarding the accuracy and reliability of critical business data.
Education
MBA/PGDM - Finance
Mumbai University
Thane04-2026
Bachelors - Accounts and Finance
KB College of Arts and Commerce for Girls
Thane, MaharashtraSkills
- Client Relationship Management
- Financial Planning
- Investment Management
- Wealth Management
- Portfolio Management
- Financial Analysis
- Financial Modeling
- Portfolio construction
- Financial Records
- Financial Statements
- Risk Management
- Data Analysis
- MS Excel
- MIS reporting
- Sales
- Finance
- Team collaboration
- Leadership
- Communication
- Business communication
- Client relationships
- Financial analysis techniques
- Financial modeling
Language
English, Marathi, Hindi
Timeline
MIS COSTING
APAR Industries
12.2025 - 03.2026
Financial Advisor
Mahadev Enterprises
06.2023
MBA/PGDM - Finance
Mumbai University
Bachelors - Accounts and Finance
KB College of Arts and Commerce for Girls