Nishreen Rustomji
Mumbai
Summary
Motivated professional with a strong track record in building lasting client relationships, now seeking to deepen expertise in finance, particularly wealth and portfolio management. Eager to expand knowledge and provide tailored investment advice aligned with individual client needs. Committed to continuous learning and growth in the financial sector.
Overview
4
4
years of professional experience
Work History
Client Service Executive
Nivesh India
Mumbai
06.2025 - Current
- Managed client inquiries and provided timely information regarding services.
- Built strong relationships with clients to enhance service satisfaction.
- Developed and maintained positive relationships with clients through efficient problem solving techniques.
- Performed administrative duties such as filing documents and updating databases accordingly.
- Worked on making customised plans for investors in order to achieve their Financial Goals.
- Executed purchase and sales orders for clients as per their requirements
- Conducted yearly meetings to review portfolios with the clients.
Intern
Percy Rustomji
Mumbai
01.2021 - 03.2023
- Prepared bank summaries on excel
- Helped prepare and file income tax returns
- Consolidated P&L Statements with AS26 Statement
- Helped auditing organisations
Education
High School Diploma -
Activity High School
Mumbai05-2017
Bachelor in Commerce -
HR College of Commerce And Economics
Mumbai04-2022
Skills
- Effective communication
- Attention to detail
- Team collaboration
- Fast learner
- Problem solving
- Proficient in Microsoft Word and Excel
Affiliations
- Have done my Arangetram in Bharatanatyam
- Participated in multiple dance events and competitions both domestically and internationally
- Completed Rashtrapati Exam which is a national level test in scouting and guiding.
Timeline
Client Service Executive
Nivesh India
06.2025 - Current
Intern
Percy Rustomji
01.2021 - 03.2023
High School Diploma -
Activity High School
Bachelor in Commerce -
HR College of Commerce And Economics