Avni .

 Certified Canadian Securities Course (CSC)
 A post graduate diploma holder in banking services searching for an exciting opportunity to work in the field of finance and the service industry where I can utilize my skills and experience.
 Most recently was working as a Senior Client Relationship Manager in YES Bank Ltd in India
 8 year work experience in portfolio management, investment advisor and client management.
 Proficient in providing need-based services and solutions to clients, team handling and portfolio building. 
 Flexible to work, passionate to learn and growing in knowledge.
 

 Understanding of personal and small business clients’ needs and recommend simple, personalized solutions that will help them achieve their financial goals.
 Carry out unsolicited transactions, purchase and sale of securities and ensure diligent follow-up. 
 Providing need-based investment solutions and forward looking financial plans to client such as mutual funds, insurance, equity related schemes for deepening client relationship.
 Ensuring high quality service by proactively contacting to existing and potential clients, deepen relationship with them and understanding their needs and changing circumstances for generating incremental business.
 Managing risk and following due diligence in all banking procedures to develop appropriate plan according to risks and keeping client interest on top priority. 
 Ensure portfolio building and produce portfolio management reports.

Canadian securities Course completed on 31/10/2022