Summary
Work History
Education
Skills
Timeline
Generic

Sweta Chohan

Pune,MH

Summary

Dynamic professional with experience as a Laboratory Technician at Dr A Lal Chandani Pathology and a Financial Advisor. Proven ability in managing wealth and advising on investments, while cultivating strong client relationships. Skilled in developing tailored financial plans and analyzing client needs to achieve their goals. Committed to delivering strategic investment advice.

Work History

Laboratory Technician

Dr A Lal Chandani Pathology
  • Performed testing and quality control using approved laboratory procedures and instrumentation.
  • Completed quality documents and input and saved quality data in appropriate locations.
  • Documented information by maintaining daily logs and equipment record books.
  • Trained new associates in laboratory procedures and standards.
  • Kept laboratory supplies prepared by inventorying stock, placing orders and verifying receipt.
  • Analyzed results using analytical software and created reports.

Financial Advisor

.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Delivered strategic investment advice for individual and corporate clients.
  • Facilitated new client onboarding process and investment account setup.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Educated clients on financial topics and best practices.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Recommended specific investments to help clients meet financial goals.
  • Educated clients on potential risks and rewards associated with various investments.
  • Developed and maintained strong relationships with clients to maximize satisfaction.

Education

Master of Science - Clinical Microbiology

Punjab Technical University
New Delhi, India

Bachelor of Science - Medical Laboratory Technology

Punjab Technical University
New Delhi, India

Diploma - Medical Laboratory Technology

Meera Bai Pollytechnic
New Delhi, India

Higher Secondary - Science Education

NIOS
New Delhi, India

High School (CBSE) -

Kendriya Vidhalaya
New Delhi, India

Skills

  • Mutual funds understanding
  • Managing wealth
  • Advising on investments
  • Developing financial plans
  • Retirement needs
  • Investments advising

Timeline

Laboratory Technician

Dr A Lal Chandani Pathology

Financial Advisor

.

Master of Science - Clinical Microbiology

Punjab Technical University

Bachelor of Science - Medical Laboratory Technology

Punjab Technical University

Diploma - Medical Laboratory Technology

Meera Bai Pollytechnic

Higher Secondary - Science Education

NIOS

High School (CBSE) -

Kendriya Vidhalaya

Similar Profiles

CREATE PROFILE
Sweta Chohan