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Seeking an achievement driven opportunity to take charge and maximize my potential in providing financial advice and services to clients

Work experience

Dec 2010Present

Relationship Manager

India Infoline Limited
  • Trading in Equity Shares on behalf of client.
  • Understand and advising clients based on their needs and long term financial planning goals
  • Maintain proper records of client communication and advise given
  • Keeping clients and self updated on market opportunities based on research recommendation and fund house interaction
  • Ensure high level of customer service
  • Attend training programs to develop relevant knowledge and skills.
Jul 2005Sep 2009


Intelenet Global Services
  • Coordinating with Team Manager and HR in finalizing how many recruits we need for a particular process.
  • Conduct Process Training of new recruit Quality executives.
  • Coordinating with quality executive to induce training programs for quality control.
  • Preparing OJT quality report of new recruit before handover to the operations.
  • Also how many people have to be moved from one sub-project to another as there should no excess buffering to particular project.
  • Responsible for the approval from the onsite authority members on the final certificates of the customers, by cooperating with the team within India as well as in UK
  • Directly responsible for the modifications and the final delivery dates assigned to the particular tasks by the onsite team authority.


Aug 2008Sep 2010

Certified Financial Planner

International College of Financial Planning

Complete all Modules:-

1. Advanced Financial Planning

2. Retirement Planning & Employee Benefits

3. Risk Analysis & Insurance Planning

4. Investment Planning

5. Tax Planning & Estate Planning. and

Jul 2003Oct 2007

Bachelor of Commerce

Mumbai University




Apr 2010Apr 2014

Derivatives Market (Dealers) Module

NSE's Certification in Financial Markets (NCFM)
Jan 2011Jan 2014

Capital Market (Dealers) Module

NSE's Certification in Financial Markets (NCFM)
Aug 2008Sep 2010

Certified Financial Planning

Financial Planning Standard Board (FPSB)