Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies
Timeline
Generic

Ruchita Kashinath Mhatre

Mumbai

Summary

Experienced Financial Advisor with a strong background in personalized investment planning, risk management, and financial goal setting. Skilled in building lasting client relationships, explaining complex financial topics in simple terms, and developing strategies to grow and protect client portfolios. Focused on helping individuals achieve long-term financial success.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Executive | Franchise Advisory

Motilal Oswal Financial Services Ltd.
Mumbai
08.2022 - 02.2025
  • Led and mentored a team of 5 financial advisors in client profiling and trading.
  • Conducted market research to support investment strategies and recommendations.
  • Managed client communications and provided timely updates on financial products.
  • Provided expertise in equities, derivatives, currency,commodities, mutual funds, ETFs, and IPOs.
  • Achieved significant revenue growth through brokerage services and successfully built strong relationships with High Net Worth Individuals (HNI) through personalized Portfolio management.
  • Conducted risk management strategies for trader and investor clients

Market Research Intern

Nepa
Mumbai
12.2021 - 02.2022
  • Devised and evaluated methods and procedures for collecting data, such as surveys, opinion polls, or questionnaires, or arranged to obtain existing data.
  • Created, edited, and delivered PowerPoint presentations with real-time data visualizations to the CS team.
  • Supported project management tasks for ongoing research initiatives.

Education

Bachelors in Commerce - Accounting

Valia C.L College of Commerce
Mumbai, India
10.2020

Carmel of St Joseph School
Mumbai, India
03.2015

Skills

  • Investment advisory
  • Portfolio Management
  • Financial Planning
  • Risk Management
  • Microsoft Excel (PivotTables, VLOOKUP, INDEX/MATCH, Macros)
  • PowerPoint Presentations
  • Trello / Asana (for project tracking)
  • Client Relationship Management
  • Communication & Presentation Skills
  • Team Leadership & Mentoring
  • Coordination Skills

Certification

  • Google Project Management: Professional Certificate
    Coursera – 2021
  • NISM Series VIII: Equity Derivatives Certification
    National Institute of Securities Markets (NISM) - 2024

Languages

Marathi , English , Hindi.

Hobbies

Reading, Gardening, Travelling & Exploring,

Timeline

Executive | Franchise Advisory

Motilal Oswal Financial Services Ltd.
08.2022 - 02.2025

Market Research Intern

Nepa
12.2021 - 02.2022

Bachelors in Commerce - Accounting

Valia C.L College of Commerce

Carmel of St Joseph School

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Ruchita Kashinath Mhatre