Jash Patel
Financial Advisor
Mumbai
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Responsible to generate brokerage primarily through advising clients on their equity portfolio. Developing and maintaining a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business.
Overview
2
2
years of professional experience
Work History
Central Advisory Executive
Motilal Oswal Financial Services Ltd
Mumbai
2023.08 - Current
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Providing advice on portfolio restructuring based on client risk appetite.
- Managed approximately 30 incoming calls per day from customers regarding portfolio rebalancing.
- Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
Equity Research Intern
Millennium Money Finance
Mumbai
2022.12 - 2023.01
- Developed a sound understanding of financial markets and equity research methodologies, setting a strong foundation for future career growth in finance.
- Assisted senior analysts in generating insightful reports for clients, contributing to increased client satisfaction.
- Monitored news sources regularly, staying informed on industry trends and market developments for accurate forecasting.
Education
Bachelor of Commerce - Financial Markets
Nagindas Khandwala College
Mumbai, India 2024.06 - 2023.01
Skills
Customer Relations
Timeline
Bachelor of Commerce - Financial Markets
Nagindas Khandwala College
2024.06 - 2023.01
Central Advisory Executive
Motilal Oswal Financial Services Ltd
2023.08 - Current
Equity Research Intern
Millennium Money Finance
2022.12 - 2023.01
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