Sanket Mogarkar
Pune
Summary
Seasoned Financial Investment Advisor with a proven track record at AdiFinancial Wealth Pvt Ltd, excelling in mutual funds and fundamental research. Demonstrated leadership in client acquisition and relationship management, significantly enhancing portfolio performance. Skilled in analytical problem-solving and effective communication, adept at aligning financial strategies with client goals.
Overview
1
1
years of professional experience
1
1
Certification
Work History
Financial Investment Advisor
AdiFinancial Wealth Pvt Ltd
Pune
03.2024 - Current
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Researched potential investments using both internal company data sources as well as external third party providers.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Responded promptly to client inquiries about their accounts or any other related questions they may have had.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Management Trainee Business Developement
Finnovate
Pune
06.2023 - 10.2023
- Determined business development opportunities and implemented effective strategy for client acquisition.
- Followed up with prospects through telephone calls and emails.
- Participated in client meetings and calls to understand their requirements and offer solutions.
- Researched possible business leads and communicated to supervisor.
- Set up potential client contacts, cultivated relationships, and followed through on service needs.
Equity Research Intern
Value Educators
Thane
05.2022 - 07.2022
- Acquired proficiency in conducting thorough secondary data collection on various companies
- Successfully assembled comprehensive data on Astral Pipes from 2011–2021 within a 60-day timeframe
- Demonstrated adeptness in utilizing keyword searches for report analysis
Education
MBA - Fintech Management
Pune Institute of Business Management
Pune01.2023
BE - Civil Engineering
GH Raisoni College of Engineering and Management
Ahmednagar01.2021
Diploma - Civil Engineering
Yashwantrao Chavan Institute of Polytechnic
Beed01.2017
Skills
- Mutual Funds
- Fundamental Research
- Client acquisition
- Customer Relationship Management
- Client Onboarding
- MS Excel
- Asset allocation
- Analytical Skills
- Problem Solving
- Leadership
- Communication
Certification
- NISM V-A Mutual fund distributor certification
- Risk and Returns on Investment, GreatLearning
- Financial Risk Analytics, GreatLearning
- The Complete Financial Analyst Training and Investing, UDEMY
Accomplishments
- MYFM's MYCAMPUSSTAR Ahmednagar 2018 Programme Winner
Languages
Marathi
First Language
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Financial Investment Advisor
AdiFinancial Wealth Pvt Ltd
03.2024 - Current
Management Trainee Business Developement
Finnovate
06.2023 - 10.2023
Equity Research Intern
Value Educators
05.2022 - 07.2022
MBA - Fintech Management
Pune Institute of Business Management
BE - Civil Engineering
GH Raisoni College of Engineering and Management
Diploma - Civil Engineering
Yashwantrao Chavan Institute of Polytechnic
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