VISHWANATH SHARMA
Financial Advisor
Surat
Summary
Experienced specialized financial advisor with over two years of success in creating customized financial plans that drive growth and stability for clients. In-depth understanding of market dynamics enables effective navigation of evolving landscape, delivering strategic and long-term financial solutions. Committed to client satisfaction and consistently achieving results aligned with their objectives.
Overview
3
3
years of professional experience
8
8
Certifications
Work History
Financial Advisor
Vistas TechnoLabs Pvt. Ltd.
Surat, Gujarat
02.2022 - Current
• Drove sales growth for OneCode partner brands by consistently exceeding targets through effective promotion and customer engagement.
• Built and maintained strong customer relationships, ensuring high satisfaction and repeat business through excellent service.
• Conducted market research to identify new customer segments and opportunities, leading to increased client acquisition and product sales.
• Collaborated with cross-functional teams to enhance product offerings, aligning sales strategies with evolving market trends.
Education
Bachelor Of Business Management - Bachelor Of Business Administration
06.2022
As a final-year BBA student, I combine strategic thinking with practical business insights. My journey has honed leadership, problem-solving skills, and a passion for innovation. I’m eager to apply this foundation to create real-world impact in dynamic corporate settings.
Higher Secondary - Arts
04.2021
Successfully completed Higher Secondary from NIOS with a focus in Arts, achieving grade 59.50%. This experience enhanced my analytical and critical thinking skills, providing a solid grounding in diverse humanities subjects.
Secondary -
04.2016
Completed Secondary Education from GSEB with 69%, demonstrating a strong academic foundation and consistent performance across core subjects.
Skills
Branding Strategy and Planning
Brand Positioning, Brand messaging
Effective Communication
Trust Building
Continues Learning
Technology Proficiency
Ethical Judgment
Adaptability
Networking Skill
Certification
Account & Finance
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Gujarati
Advanced (C1)
Timeline
Tally ERP 9
09-2024
Account & Finance
11-2023
Advance Excel
11-2023
Advance Google analysts
10-2023
Computer Fundamentals Professional
03-2023
Chat GPT
03-2023
Business Fundamentals
03-2023
Fundamental of Digital Marketing
03-2023
Financial Advisor - Vistas TechnoLabs Pvt. Ltd.
02.2022 - Current
Vaishali Institute Of Business And Rural Management - Bachelor Of Business Management, Bachelor Of Business Administration
National Institute Of Open Schooling - Higher Secondary, Arts
Gujarat Secondary and Higher Secondary Education Board - Secondary,
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