Vaishali Mopari
Pune
Summary
Results-driven MBA Finance professional with experience in wealth management and CSR project execution, looking to begin a career in a reputed MNC where financial expertise, analytical ability, and business acumen can support organizational success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Supply Chain & FMCG Trainer
Tata Motors - Lighthouse Foundation | ITC CSR Initiative
pune
01.2026 - Current
- Delivered training on FMCG distribution, sales, and retail management to 50+ students, enhancing their knowledge for effective industry entry.
- Led 1-month project with ITC Limited to optimize distribution and sales field practices, contributing to improved operational understanding.
- Trained 3 batches under Tata Motors project via Lighthouse Foundation on FMCG, personality development, and interview skills, preparing students for job readiness.
- Provided OJT, job portal guidance, and placement support to help students secure jobs.
Supply Chain Trainer – CSR Project
Times Employ India Foundation | Mahindra & Mahindra CSR Initiative
pune
08.2025 - 01.2026
- Delivered Supply Chain and Warehouse Management training to 450+ students under a CSR skill development program.
- Led sessions on logistics, inventory management, interview preparation, and personality development to enhance student employability.
- Coordinated industrial visits to facilitate practical exposure to supply chain and warehouse operations for students.
- Oversaw batch coordination, managing documentation, training delivery, and student placement support to ensure program success.
Wealth Manager
Motilal Oswal Financial Services Ltd
Pune
06.2024 - 04.2025
- Profiled clients through in-depth reviews of financial requirements, analyzed information, and recommended tailored portfolios.
- Facilitated cross-selling of investment products, including equity baskets and mutual funds, to optimize client portfolios.
- Acquired new Demat and trading accounts while ensuring minimum margin per account; built deep client relationships, identified investment goals, and matched solutions to needs.
Data Management Admin
S.Square Group of Companies PVT LTD
Pune
09.2022 - 10.2023
- Managed structured and unstructured data to improve overall data quality and accessibility.
- Analyzed client data to uncover actionable trends and insights.
- Compiled weekly and monthly reports detailing data analysis and interpretation for informed decision-making.
- Spearheaded the design of innovative dashboards and reports to convey complex information effectively to non-technical stakeholders.
Financial Advisor
Go Digital Technologies LLP
Pune
10.2021 - 12.2021
- Developed comprehensive financial plans aligning client goals with investment strategies.
- Delivered tailored financial planning support to clients with unique portfolio requirements.
- Informed clients of tax law changes and regulations impacting investment decisions.
Education
MBA - Finance
IICMR (Institute of Industrial and Computer Management and Research)
Nigdi, Pune01-2022
B.com - Costing
Prof.Ramkrishna More College
Akurdi, Pune01-2020
HSC -
Rajmata jijau shikshan prasarak mandal
Landewadi, Pune01-2017
SSC -
Shramajivi Madhyamik Vidyalaya
Bhosri, Pune01-2015
Skills
- Project Management
- Analytical Thinking
- Risk management
- Team Leadership
- Communication Skills
- Capital Market
- Investment Analysis
Certification
• NISM V - A
• Advance Excel
• Financial Modeling
• Digital Marketing
• Advance Excel
• Financial Modeling
• Digital Marketing
Hobbies and Interests
- Content Writing
- Painting & Drawing
- Skating & Wave Boarding
Publications
Research Paper: Topic 'Performance analysis of selected equity hybrid mutual funds', PUBLICATION: ISSN 2277 - 5730, an international Multidisciplinary Quarterly Research Journal AJANTA: volume XII, issue - II, April - June 2023, Journal no. 40776 Impact factor - 7.428, CC - 8 (www.sjifactor.com)
Languages
- English
- Hindi
- Marathi
Timeline
Supply Chain & FMCG Trainer
Tata Motors - Lighthouse Foundation | ITC CSR Initiative
01.2026 - Current
Supply Chain Trainer – CSR Project
Times Employ India Foundation | Mahindra & Mahindra CSR Initiative
08.2025 - 01.2026
Wealth Manager
Motilal Oswal Financial Services Ltd
06.2024 - 04.2025
Data Management Admin
S.Square Group of Companies PVT LTD
09.2022 - 10.2023
Financial Advisor
Go Digital Technologies LLP
10.2021 - 12.2021
MBA - Finance
IICMR (Institute of Industrial and Computer Management and Research)
B.com - Costing
Prof.Ramkrishna More College
HSC -
Rajmata jijau shikshan prasarak mandal
SSC -
Shramajivi Madhyamik Vidyalaya