Summary
Overview
Work History
Education
Skills
Certification
Interests
Additional Information
Timeline
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KUMUDINI TIWARI

Relationship Manager
MUMBAI

Summary

Dynamic finance professional with a strong foundation in research, reporting, and customer service, complemented by a keen understanding of financial risk management and economic market trends. Recognized for building and nurturing strategic relationships while consistently delivering tailored solutions that address unique client needs. Detail-oriented and analytical thinker dedicated to identifying opportunities that drive business growth while maintaining the highest standards of trustworthiness and integrity. Committed to leveraging expertise in risk management to foster sustainable success for clients and organizations.

Overview

4
4
years of professional experience
3
3
Certifications
2
2
Languages

Work History

Relationship Manager

Market Hub Stock Broking Private Limited
12.2024 - Current
  • Established and nurtured client relationships to enhance customer satisfaction and retention.
  • Analyzed market trends to provide tailored investment solutions for clients.
  • Coordinated with internal teams to streamline account management processes and improve service delivery.
  • Developed and presented financial reports to clients, ensuring clarity and transparency in communication.

Finance Advisor

Plumeria Advisors LLP
06.2024 - 12.2024

Stock Trader

Capital Advisors Private Limited, Mumbai
03.2023 - 05.2024
  • Managed buying and selling of shares in stock independently and implemented hedging and trading strategies.
  • Forecasted future market trends to determine selling patterns and avoid taking financial risks.
  • Analysed market trends to identify trades for commercial and private clients.
  • Interpreted data from securities reports, financial periodicals and stock-quotation viewer screens accurately.

Stock Trader

Jainam Stock Trader and Broker, Mumbai
12.2021 - 02.2023

Education

Bachelor of Education -

Neharu Gram Bharti Jaunpur University
Prayagraj, UP
01.2018

Master of Arts - Political Science

Neharu Gram Bharti Jaunpur University
Prayagraj, UP
01.2008

Bachelor of Arts - undefined

Neharu Gram Bharti Jaunpur University
Prayagraj, UP
01.2006

HSC - undefined

Mahshri Durvasha Inter School
Prayagraj, UP
01.2003

SSC - undefined

Mahshri Durvasha Inter School
Prayagraj, UP
01.2001

Skills

Trustworthy and diligent

Certification

NISM Series VIII National Institute of Securities Markets Jun 2024

Interests

Drawing, Music, Cooking

Additional Information

  • Drive sales of financial products and services by identifying client needs and delivering tailored solutions.
  • Manage and maintain client profiles to ensure up-to-date and accurate account information.
  • Conduct field meetings to engage prospective clients and strengthen business relationships.
  • Open new client accounts, coordinating with compliance and back office for seamless onboarding.
  • Provide operational support to back office activities for efficient workflow administration.

Timeline

Relationship Manager

Market Hub Stock Broking Private Limited
12.2024 - Current

Finance Advisor

Plumeria Advisors LLP
06.2024 - 12.2024

Stock Trader

Capital Advisors Private Limited, Mumbai
03.2023 - 05.2024

Stock Trader

Jainam Stock Trader and Broker, Mumbai
12.2021 - 02.2023

Master of Arts - Political Science

Neharu Gram Bharti Jaunpur University

Bachelor of Arts - undefined

Neharu Gram Bharti Jaunpur University

HSC - undefined

Mahshri Durvasha Inter School

SSC - undefined

Mahshri Durvasha Inter School

Bachelor of Education -

Neharu Gram Bharti Jaunpur University
KUMUDINI TIWARIRelationship Manager