MOHIT CHANDRA
Haldwani
Summary
MBA Finance graduate with a strong focus on market analysis, risk management, and client portfolio optimization. Proven track record of high productivity and efficient task completion in financial services. Exceptional communication and problem-solving skills, adaptable to fast-paced environments. Committed to leveraging expertise for organizational growth and success.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Officer
UTI MUTUAL FUND
Kanpur
06.2023 - Current
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Built positive and productive customer connections to drive consistent sales.
- Investigated financial resources and creditworthiness.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Developed and executed strategies for customer retention and acquisition.
- Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
- Participated in networking events and industry conferences to attract new clients.
- Provided financial advice to clients based on their needs and goals.
Education
MBA - FINANCE & MARKETING
Army Institute of Management
Kolkata01.2023
BACHELOR OF COMMERCE -
Graphic era hill university
01.2020
CLASS 12th - Commerce
Don Bosco School Haldwani
Haldwani01.2017
CLASS 10th -
Don Bosco school Haldwani
Haldwani01.2014
Skills
- Microsoft Office Suite
- Problem solving
- Communication skills
- Excel proficiency
- Financial modeling and forecasting
- Financial statements analysis
- Financial advising
- Risk assessment strategies
- Regulatory compliance expertise
- Portfolio management
Certification
Nism 5A certified
Financial modeling and forecasting Statement
MS EXCEL
Languages
- English
- Hindi
Timeline
Relationship Officer
UTI MUTUAL FUND
06.2023 - Current
MBA - FINANCE & MARKETING
Army Institute of Management
BACHELOR OF COMMERCE -
Graphic era hill university
CLASS 12th - Commerce
Don Bosco School Haldwani
CLASS 10th -
Don Bosco school Haldwani
Similar Profiles
Sushen SahaSushen Saha
Sr. Associate Vice President - Institutional Sales at UTI Mutual FundSr. Associate Vice President - Institutional Sales at UTI Mutual Fund
Sanjay Krishna MSanjay Krishna M
Relationship Manager at ITI Mutual FundRelationship Manager at ITI Mutual Fund
KETAN PALIWALKETAN PALIWAL
Manager at HSBC Mutual Fund(Merger With L & T Mutual Fund)Manager at HSBC Mutual Fund(Merger With L & T Mutual Fund)