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
10.2022 - 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
02.2022 - 10.2022
.
- 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 03.2012 - 03.2013
XII - Commerce
St. Paul Secondary School
Bihar 04.2015 - 04.2016
BBA - Finance
Christ College
Pune 05.2016 - 04.2019
PGPM - Finance And Marketing
ICFAI Business School
Pune 05.2020 - 03.2022
Business Taxation Law, Accounting And Tax - Tax And Accounts
ILS Law College
Pune 09.2023 - 10.2024
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
09.2023 - 10.2024
Senior Preferred Relationship Manager
Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
10.2022 - Current
Banking Virtual Work Experience - Latham &Watkins
10-2022
Preferred Relationship Manager
Edelweiss Wealth Management
02.2022 - 10.2022
Accounting Fundamentals - CFI
05-2021
Introduction to R - CFI
05-2021
PGPM - Finance And Marketing
ICFAI Business School
05.2020 - 03.2022
BBA - Finance
Christ College
05.2016 - 04.2019
XII - Commerce
St. Paul Secondary School
04.2015 - 04.2016
X - Science Education
City Montessori School
03.2012 - 03.2013
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