About 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.
Experience
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.
Education
Canadian securities Course completed on 31/10/2022
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