Janhavi YADAV
Senior Preferred Relationship Manager
Pune
Summary
Motivated Wealth Manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
8
8
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Senior Preferred Relationship Manager
Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Pune
2022.10 - Current
- Modeled and simulated potential investments to gauge returns and diversify portfolios.
- Conducted due diligence checks on investment opportunities and determined rates of return and risks to clients.
- Strengthened communication skills through regular interactions with clients.
- Advised clients on investments, retirement and estate planning.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Created financial models to analyze and evaluate investment strategies.
- Presented financial plans and investment recommendations to clients.
Preferred Relationship Manager
Edelweiss Wealth Management
Pune
2022.02 - 2022.10
.
- Handled ESOP's and managed portfolios of HNI&UHNI Clients
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Education
X - Science Education
City Montessori School
Lucknow 2012.03 - 2013.03
XII - Commerce
St. Paul Secondary School
Bihar 2015.04 - 2016.04
BBA - Finance
Christ College
Pune 2016.05 - 2019.04
PGPM - Finance And Marketing
ICFAI Business School
Pune 2020.05 - 2022.03
Business Taxation Law, Accounting And Tax - Tax And Accounts
ILS Law College
Pune 2023.09 - 2024.10
Skills
Customer portfolio management
undefinedAccomplishments
- Achieved ACER the Outstanding Performance Award by completing Targets with accuracy and efficiency. - December,2022
- Best Young Performer Award for the year 2022-2023 - June 2023
Certification
Accounting Fundamentals - CFI
Timeline
Business Taxation Law, Accounting And Tax - Tax And Accounts
ILS Law College
2023.09 - 2024.10
Senior Preferred Relationship Manager
Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
2022.10 - Current
Banking Virtual Work Experience - Latham &Watkins
2022-10
Preferred Relationship Manager
Edelweiss Wealth Management
2022.02 - 2022.10
Accounting Fundamentals - CFI
2021-05
Introduction to R - CFI
2021-05
PGPM - Finance And Marketing
ICFAI Business School
2020.05 - 2022.03
BBA - Finance
Christ College
2016.05 - 2019.04
XII - Commerce
St. Paul Secondary School
2015.04 - 2016.04
X - Science Education
City Montessori School
2012.03 - 2013.03
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