Summary
Overview
Work History
Education
Skills
Certification
Interests
CO-CURRICULAR AND EXTRA-CURRICULAR ACTIVITIES
Timeline
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Harsha Yadav

Harsha Yadav

Wealth Management Support
Mumbai

Summary

Dynamic and results-driven finance professional with a strong academic foundation in Management Studies (Finance) and proven experience across wealth management, financial advisory, and client relationship building. Currently serving as an Account Manager at Anand Rathi Wealth, with a focus on client acquisition, portfolio management, and holistic financial planning for high-net-worth individuals. Adept at analyzing client needs, delivering tailored investment strategies, and contributing to AUM growth while ensuring superior client servicing. Recognized for strong communication, leadership, and problem-solving skills, with a passion for creating lasting client value and driving organizational success.

Overview

6
6
years of professional experience
2023
2023
years of post-secondary education
1
1
Certification
2
2
Languages

Work History

Account Manager

Anand Rathi Wealth Ltd
07.2023 - Current
  • Managing client relationships and providing holistic wealth management solutions.
  • Advising high-net-worth individuals on investments, estate planning, and tax efficiency.
  • Tracking and monitoring client portfolios to align with financial goals and market trends.
  • Collaborating with internal research and product teams to deliver tailored strategies.
  • Ensuring seamless client servicing and proactive communication on financial updates.
  • Actively supported client acquisition and relationship building, contributing to the growth of Assets Under Management (AUM) through tailored financial solutions, and trust-driven engagement.


Management Trainee

Reliance Securities
05.2022 - 06.2022
  • Internship Project Title: A Study on individual perception towards life insurance policy pre and post covid.

PUBLIC RELATION (PR)

KNICK KNACK NOOK
10.2020 - 04.2021
  • Establishing and maintaining the relationships with clients.
  • To dispatch the needful product, asked by the clients.
  • Understand the want of the clients.

SALES

URBAN COMPANY
08.2020 - 09.2020
  • Have Derived More Than 38 Sales in a month.
  • Clients on boarding.

Finance Advisory Intern

SL WEALTH
05.2019 - 02.2020
  • Internship Project Title: Understanding financial literacy
  • Providing Financial Literacy. (Client)
  • Learning How to Allocate the Money at the Right Place.

Education

MMS DEGREE - Masters in Management Studies (MMS), Finance

Thakur Institute of Management Studies & Research (TIMSR)

BACHELOR DEGREE - Bachelor of financial market

Thakur College of Science and Commerce

XII (HSC) - Commerce

Thakur College of Science and Commerce

X (SSC) - undefined

Divine Child High School

Skills

  • Attentive listening and effective Oral communication skills
  • Reliable and Punctual

Certification

Certified office administrator - 2018

Interests

Fashion, Verbal Communication, Social media, Dancing

CO-CURRICULAR AND EXTRA-CURRICULAR ACTIVITIES

Volunteering in Art of Living (Seva). Participated in Inter-college solo dance performance. Participated at state level competition in band (Flute). Participated Group dance and solo dance in college events and inter college events. Organizing Finstreet & Taarangan Event. PR Assistant of my department (BFM).

Timeline

Account Manager

Anand Rathi Wealth Ltd
07.2023 - Current

Management Trainee

Reliance Securities
05.2022 - 06.2022

PUBLIC RELATION (PR)

KNICK KNACK NOOK
10.2020 - 04.2021

SALES

URBAN COMPANY
08.2020 - 09.2020

Finance Advisory Intern

SL WEALTH
05.2019 - 02.2020

BACHELOR DEGREE - Bachelor of financial market

Thakur College of Science and Commerce

XII (HSC) - Commerce

Thakur College of Science and Commerce

X (SSC) - undefined

Divine Child High School

MMS DEGREE - Masters in Management Studies (MMS), Finance

Thakur Institute of Management Studies & Research (TIMSR)

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Harsha YadavWealth Management Support