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, UP01.2018
Master of Arts - Political Science
Neharu Gram Bharti Jaunpur University
Prayagraj, UP01.2008
Bachelor of Arts - undefined
Neharu Gram Bharti Jaunpur University
Prayagraj, UP01.2006
HSC - undefined
Mahshri Durvasha Inter School
Prayagraj, UP01.2003
SSC - undefined
Mahshri Durvasha Inter School
Prayagraj, UP01.2001
Skills
Trustworthy and diligent
Skilled in digital tools and technologies
Consistent effort contributor
Sales trend analysis
Relationship building
Customer relationships
Customer service
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