Overview
Work History
Education
Skills
Languages
Timeline
Generic

NILESH MARATHE

PUNE

Overview

4
4
years of professional experience

Work History

Financial Advisor

SDS FINANCIAL SERVICES
PUNE
10.2020 - Current
  • Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.

Education

HSC - Accounting

SHRI SARSWATI MAHAVIDYALAY AMBAVANE
VELHE PUNE
02-2020

S.Y B.COM - Accounting and Finance

AMRUTESHWAR ARTS AND COMMERCE COLLEGE
VELHE PUNE

Skills

  • HARD & SMART WORK ETHIC FAST LEARNER AND INDEPENDANT WITH STRONG LEADERSHIP COMMITTED AND RESPONSIBLE TO MY WORK A SELF MOTIVATED TO LEARN NEW THINGS
  • STRONG ATTENTION TO DETAIL AND ACCURACY PRFOCIENCY IN ACCOUNTING SOFTWARE AND MICROSOFT EXEL BASIC UNDERSTANDING OF ACCOUNTING PRINCIPLES AND PRACTICES

Languages

English
First Language
Marathi
Beginner
A1
Hindi
Elementary (A2)
A2

Timeline

Financial Advisor

SDS FINANCIAL SERVICES
10.2020 - Current

HSC - Accounting

SHRI SARSWATI MAHAVIDYALAY AMBAVANE

S.Y B.COM - Accounting and Finance

AMRUTESHWAR ARTS AND COMMERCE COLLEGE

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