Ganesh Bhoi
Finance Professional - Mutual Fund Distribution & Investment Advisory
Talent
VadodaraMember since August 15, 2026
Client Relationship Management
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Client Relationship Management
About
Motivated finance professional with experience in stock market trading, mutual fund distribution, and insurance advisory. Skilled in client relationship management, financial planning, and market analysis. Seeking to grow in a dynamic financial services or investment advisory role.
Experience
Mutual fund distributor/ freelancer - Veer investment financial services
(2024-05)
- Assisted clients in selecting suitable SIP and mutual fund investment plans based on financial goals and risk profile.
- Generated and managed client portfolios for equity, hybrid, and debt mutual funds.
- Built strong client relationships through regular portfolio reviews and financial guidance.
- Certified NISM Mutual Fund Distributor with practical experience in investment advisory support.
BUSINESSE PARTNER - Angel one ltd
(2021-05 - 2024-05)
- Educated investors about SIP, long-term wealth creation, and market-linked investments.
- Handled KYC process, account opening, and investment documentation.
Education
Bachelor of business administration - Business Administration - Parul University (2019)
High school - Shree swami Vivekanand vidhyalaya (2016)
