Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Manali Desai

Kalyan

Summary

Active in Financial planning, analysis and educating clients. Managing portfolios, build strong relationships with clients, and help them drive profitable growth. Meticulous in strategic, planning and consulting.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Executive, EQUITY AND DERIVATIVES

Motilal Oswal Financial Services Ltd
THANE
11.2022 - Current
  • Analysing financial data received from clients to develop strategies for meeting clients financial goals
  • Managing and updating client portfolio
  • Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives
  • Cross selling Insurance, Mutual funds

Education

B.com ( Accounting and finance) -

B. K. Birla college of arts,commerce and science
01.2020

HSC ( Maths ) -

B. K. Birla college of arts,commerce and science
01.2017

SSC -

C. R. M. Oak Highschool
01.2015

Skills

  • Empathetic and proactive communication skills
  • Asset Allocation
  • Creative judgement skills
  • Adaptable and agile
  • Strong relationship management
  • Sales follow up
  • Portfolio Management

Certification

  • NISM 8
  • IRDA

References

Available upon request.

Timeline

Executive, EQUITY AND DERIVATIVES

Motilal Oswal Financial Services Ltd
11.2022 - Current

B.com ( Accounting and finance) -

B. K. Birla college of arts,commerce and science

HSC ( Maths ) -

B. K. Birla college of arts,commerce and science

SSC -

C. R. M. Oak Highschool

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Manali Desai