Mansi Singhal
Ghaziabad
Summary
Experienced financial professional with expertise in portfolio management, financial planning, and client relationship management. Currently leading a team of 7 at HumFauji Initiatives, committed to guiding clients toward their financial goals through informed decision-making.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager - Financial Planning
Humfauji Initiatives
Dwarka,Sec 11,New Delhi
12.2022 - Current
- Lead and mentor a team of 7 members to achieve individual and team targets, fostering a positive and collaborative work environment.
- Monitor team performance through regular reviews, set objectives, meeting revenue targets and provide constructive feedback to drive continuous improvement.
- Coordinate and manage team projects from inception to completion, ensuring deadlines and quality standards maintained.
- Problme-solving and Address challenges or conflicts within the team, applying critical thinking to develop effective solutions.
- Handle grievance redressal and client escalations within the team
Relationship Manager
Humfauji Initiatives
Dwarka,Sec 11,New Delhi
11.2021 - 11.2022
- Managed assets exceeding INR 89-90 Crores for a client base of more than 200 individuals.
- Maintained strong client relationships through regular interaction and effective client connect strategies.
- Delivered seamless and superior service, offering recommendations on financial, tax, retirement, investment, and estate planning.
- Analyze all the information and present realistic, meaningful investment plans based on the client's financial situation and goals.
- Analyzed existing client loans, advising on pros and cons.
Associate Financial Planner
Humfauji Initiatives
Dwarka,Sec 11,New Delhi
08.2020 - 10.2021
- Prepared client investment proposals and reviews
- Assisted RMs with client portfolio management, particularly in response to specific events, and prepared action plans for portfolio rebalancing
Education
B.com (CGPA - 6.5) -
Sri Aurobindo College
Delhi University01-2020
Post Graduation Diploma in Finance And Wealth Management -
Trigya School of Finance And Management
New Delhi01-2020
Class XII (Commerce) - 89%
Dehradun Public School
Ghaziabad01-2017
MBA, Dec 2023 - Present - Online Course
Chandigarh University
PunjabSkills
- Team Player
- Quick Learner
- Disciplined and Dedicated
- Task Delegation
- Team Building
- Organizing Skills
Certification
- Mutual Fund Distributor - "NISM VA"
- QPFP by Network FP
Accomplishments
- SIP Competition: 1st & 2nd Runner Up, achieved 10 lakhs SIPs in total
- Children SIP Competition: 2nd Runner Up, secured 1.7 lakhs SIPs
Timeline
Assistant Manager - Financial Planning
Humfauji Initiatives
12.2022 - Current
Relationship Manager
Humfauji Initiatives
11.2021 - 11.2022
Associate Financial Planner
Humfauji Initiatives
08.2020 - 10.2021
B.com (CGPA - 6.5) -
Sri Aurobindo College
Post Graduation Diploma in Finance And Wealth Management -
Trigya School of Finance And Management
Class XII (Commerce) - 89%
Dehradun Public School
MBA, Dec 2023 - Present - Online Course
Chandigarh University
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