Saloni Udasi
Andheri West
Summary
Dynamic Senior Executive at JM Financial Services Limited with expertise in client onboarding and compliance management. Proven track record in cross-selling financial products, enhancing client relationships, and driving business development initiatives. Adept at leveraging financial product knowledge to deliver exceptional service and support to Independent Financial Advisors.
Overview
1
1
year of professional experience
Work History
Senior Executive
JM Financial Services Limited
08.2024 - Current
- Responsible for onboarding IFA For various business product
- Provide end-to-end support to IFAs on onboarding, compliance, product selection, client servicing, and business development initiatives
- Delivered cross-selling of financial instruments such as market-based structured products, NCDs, bonds, corporate FDs, and ARN transfers.
- Specialized in cross-selling fixed income securities, brokerage accounts, and fixed deposits.
Internship
JM Financial Services Limited
05.2024 - 08.2024
- Assisted senior RMs with sales and client servicing, supported portfolio reviews, and obtained knowledge of wealth management products and distributor engagement.
Education
Graduation -
Maniben Nanavati Women's College
Maharashtra01.2024
HSC -
St. Xavier's Jr College
Maharashtra01.2021
SSC -
Girnar High School
Maliya Hatina, Gujarat01.2019
Skills
- Financial product knowledge
- Compliance management
- Client onboarding
- Cross-selling strategies
- Business development
- Customer relationship management
Accomplishments
- Certified with highest re-registration in the VRM team 2025
- Felicitated for generating highest revenue in mutual funds
Timeline
Senior Executive
JM Financial Services Limited
08.2024 - Current
Internship
JM Financial Services Limited
05.2024 - 08.2024
Graduation -
Maniben Nanavati Women's College
HSC -
St. Xavier's Jr College
SSC -
Girnar High School
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