Summary
Overview
Work History
Education
Skills
Certification
Extra Curricular Activities
Timeline
Generic

NIKUNJ GORI

Summary

Focused Financial Advisor with background in providing personalized investment strategies, risk management advice, and comprehensive financial planning services. Strengths include strong analytical skills, exceptional client relationship management and ability to simplify complex financial concepts. Proven success in optimizing client portfolios for long-term growth, and developing strategic financial plans that align with individual client goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Advisor

Winsure Insurance and Investment Services
Mumbai
09.2022 - Current
  • Provided financial advice and guidance to client on investments products and services.
  • Conducted financial analysis and assessments to understand clients investment goals and risk tolerance.
  • Manage and maintained client relationship,providing ongoing support and guidance.

Education

Bachelor of Commerce (B.Com)

KJ Somaiya College of Arts And Commerce
Mumbai, MH
06-2022

HSC

SK Somaiya Vinay Mandir College
Mumbai, MH
02-2019

SSC

St. Lawrence High School
Thane, MH
04-2017

Skills

  • Investment Planning
  • Credit Analysis
  • Teamwork and Collaboration
  • Problem-Solving

Certification

  • Investment PLanning Specialist.

(Gained comprehensive knowledge and skills in financial planning ,risk management enabling me to provide personalized wealth management solutions to client)

  • Credit risk analysis and ratings.

(Understood the process of credit analysis including risk identification, analysis and mitigation.

Extra Curricular Activities

  • Volunteering

 Passionate and committed volunteer at Spark -A-Change Foundation,striving to make a difference in the community . Contributed to educational program by delivering engaging lessons and activities.

Timeline

Financial Advisor

Winsure Insurance and Investment Services
09.2022 - Current

Bachelor of Commerce (B.Com)

KJ Somaiya College of Arts And Commerce

HSC

SK Somaiya Vinay Mandir College

SSC

St. Lawrence High School
NIKUNJ GORI