Summary
Overview
Work History
Education
Certification
Internship
Timeline
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Prachi Jain

Sr. Wealth Manager
Gurugram

Summary

Seeking a position in an organization where I can utilize my skills and abilities to enhance my knowledge while being resourceful, innovative, and flexible for the organization.

Overview

4
4
years of professional experience
2
2
years of post-secondary education
7
7
Certifications

Work History

Sr. Wealth Manager

FINTOO
Gurugram
05.2023 - Current

As an experienced finance professional, I have established myself as a wealth advisor at FINTOO, a prominent financial technology company.

My core focus is providing High-net-worth clients with bespoke solutions in financial planning, wealth management, and goal-based Planning.

I leverage my expertise in financial analysis, risk management, and investment planning to ensure that my clients' financial portfolios are optimized for growth, security and long - term success.

Assistant Manager

HDFC MUTUAL FUND
Sri Ganganagar
02.2019 - 04.2023

Acquired knowledge about different products & procedure of the company to provide better service to our customer.

Assist and coordinate with back office team for customer queries and resolve them via email/phone/notice.

cross-check details on application/transaction forms (purchase/redemption/sip/non-financial transactions).

Track and document the status of daily transactions to ensure minimum rejection and maximum efficiency in work.

Reconcile and ensure accuracy of data to avoid compliance issue.


Education

MBA - Finance

Banasthali Vidhyapith
Jaipur
07.2015 - 06.2017

Certification

NISM VA Mutual Fund Distributors certification Examination

Internship

Siemens Financial Services, Bangalore

Jan 2017 - April 2017

Handled project as sales Executive in Healthcare Section

Develop business with the vendors and find out customers for the company and pitch deal.

Learnt customer interaction, study of balance sheet and performance of customer.

understand various EMI structures and documentation requirement of project financing. 

Work with risk team as well and understand the different criteria for providing loan.



Anand Rathi, Jaipur

May 2016 - July 2016

Online Trading in Commodity Market 

Learnt about the concepts of commodities trading in India , analyzed various trends in commodity trading. 

Qualitatively analyzed the present situation of the commodities in india, by understanding its role and of derivative products like futures and forwards contracts in Indian financial markets.

Timeline

Sr. Wealth Manager

FINTOO
05.2023 - Current

Assistant Manager

HDFC MUTUAL FUND
02.2019 - 04.2023

MBA - Finance

Banasthali Vidhyapith
07.2015 - 06.2017

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Prachi JainSr. Wealth Manager