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