Sanskar Mittal
Jaipur
Summary
Proactive mutual fund distributor with a strong background in financial analysis and regulatory compliance. Known for delivering insightful market research and fostering client relationships to enhance investment planning and decision-making.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Mutual fund distributor
NJ Wealth
Jaipur
09.2025 - Current
- Developed financial plans to assist clients in achieving long-term objectives.
- Educated clients on investment options and risk management strategies.
- Researched market trends to inform client recommendations and enhance decision-making.
- Prepared financial reports to assess client portfolios and track performance metrics.
- Scheduled and facilitated meetings to review financial goals and progress.
- Monitored regulatory changes to ensure compliance and mitigate potential risks.
Education
Senior Secondary Examination (Class XII) - Science
Career Public Sr Sec School
Bundi07-2021
Secondary School Examination (RBSE) - Science
Career Public Sr Sec School
Bundi06-2019
BBA - Business Administration
Swami Vivekananda Subharti University
Jaipur05-2026
Skills
- Portfolio management
- Client acquisition
- Client relationship management
- Regulatory compliance
- Market research
- Financial analysis
- Data interpretation
- Product knowledge
- Team collaboration
- Strategic communication
- Professionalism
Languages
English
Elementary (A2)
A2
Hindi
Advanced (C1)
C1
Certification
- NISM - SERIES V-A MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION
Timeline
Mutual fund distributor
NJ Wealth
09.2025 - Current
Senior Secondary Examination (Class XII) - Science
Career Public Sr Sec School
Secondary School Examination (RBSE) - Science
Career Public Sr Sec School
BBA - Business Administration
Swami Vivekananda Subharti University