Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Linguistic
Timeline
Generic

SHREYASH JADHAV

Navi Mumbai

Summary

Skilled in navigating complex challenges with a professional approach. Eager to contribute to an organization that prioritizes hard work and dedication in achieving success.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Executive - Branch Operations

Wealth India Financial Services Private Limited
Mumbai - vashi
09.2024 - Current
  • Coordinating with the sales department to ensure smooth functioning.
  • Handling & processing Bonds & PMS related queries.
  • Processing stock Dematerialization & Transmission.
  • Handled customer inquiries and resolved issues to improve client satisfaction and retention.
  • Managing branch billing & expenses.
  • Assisted partners in understanding operational processes.
  • Identifying and resolving operational issues.

Sales Support Executive

NJ INDIA INVEST PVT LTD
Mulund
05.2023 - 09.2024
  • Assisting other branch Operations.
  • Processing Dematerialization and Rematerialisation
  • Processed demat account openings, KYC, and CKYC documentation to facilitate client onboarding.
  • Completed semi-skilled and skilled work under the supervision of fully qualified professionals.
  • Assisted daily operations at NJ INDIA INVEST PVT LTD, ensuring smooth workflow.
  • learning opportunities to develop new skills.
  • Organized and maintained physical and digital records to support efficient information retrieval.

Education

TY BCOM -

Mumbai University
03-2026

2nd YEAR -

Mumbai University
01-2021

1ST YEAR -

Mumbai University
01-2020

H.S.C -

Maharashtra Board
01-2019

S.S.C -

Maharashtra Board
01-2017

Skills

  • Microsoft Office
  • Work Priorities
  • Adaptability
  • Active listener and communicator
  • Data entry
  • Problem-solving
  • Customer service and satisfaction
  • Operational support
  • Record keeping

Certification

NISM Series V A: Mutual Fund Distributors Certification, June 2025.

Personal Information

  • Date of Birth: 08/07/02
  • Gender: Male
  • Marital Status: Unmarried

Linguistic

  • English
  • Hindi
  • Marathi

Timeline

Senior Executive - Branch Operations

Wealth India Financial Services Private Limited
09.2024 - Current

Sales Support Executive

NJ INDIA INVEST PVT LTD
05.2023 - 09.2024

TY BCOM -

Mumbai University

2nd YEAR -

Mumbai University

1ST YEAR -

Mumbai University

H.S.C -

Maharashtra Board

S.S.C -

Maharashtra Board
SHREYASH JADHAV