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, MH06-2022
HSC
SK Somaiya Vinay Mandir College
Mumbai, MH02-2019
SSC
St. Lawrence High School
Thane, MH04-2017
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
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