Mohit Ochani
Mumbai
Summary
Experienced Financial Advisor with expertise in tax law, mutual funds, and wealth management. Skilled in portfolio advisory, client relationship management, and financial planning for HNI clients. Strong analytical skills, interpersonal communication, and adaptability to dynamic market environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Manager – Wealth Management
Anand Rathi Shares and Stock Brokers
Mumbai
04.2024 - Current
- Managed and advised a portfolio of High-Net-Worth Individual (HNI) clients on wealth creation and preservation strategies.
- Provide comprehensive portfolio advisory and financial planning solutions aligned with clients’ goals and market conditions.
- Conduct detailed risk profiling and assess client investment needs to offer tailored recommendations across asset classes.
- Build long-term client relationships by ensuring superior service quality and proactive engagement.
- Developed tailored investment strategies based on individual client needs.
Personal Banker
HDFC Bank
Mumbai
10.2023 - 04.2024
- Cross-sold banking products such as credit cards, loans, and investments.
- Educated customers on retail products and digital solutions, enhancing customer experience.
- Built rapport with clients to better serve financial needs and promote branch loyalty.
- Conducted regular meetings to review account performance and identify improvement opportunities.
Associate Relationship Manager
IIFL Securities
Mumbai
09.2021 - 09.2023
- Advised affluent clients on investment products and managed overall financial portfolios.
- Conducted research on financial markets and investment opportunities.
- Developed marketing campaigns to increase brand recognition.
- Generated and converted leads for mutual fund investments.
Education
P.G.D.M. - Marketing
Chetana's Institute Of Management And Research
Bandra EastSkills
- Wealth Management
- Portfolio Management
- Client Relationship Management
- Financial Planning
- Risk Profiling
- MS Excel
- Critical Thinking
- Interpersonal Skills
Certification
NISM Mutual Fund VA, 2023
Custom
Professional Football for Mumbai District Association Led an Event at Rotaract Club of H.R. College
Timeline
Relationship Manager – Wealth Management
Anand Rathi Shares and Stock Brokers
04.2024 - Current
Personal Banker
HDFC Bank
10.2023 - 04.2024
Associate Relationship Manager
IIFL Securities
09.2021 - 09.2023
P.G.D.M. - Marketing
Chetana's Institute Of Management And Research
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