Preeti Desai

B.E.

Computer

Science and Engineering graduate and NISM Series V-A Certified professional with hands-on experience in client relationship management, KYC documentation, account opening, investor support and financial market education. Practical exposure to equity and derivatives markets since 2020, along with experience handling client queries, account-related processes and trading platform support through Angel One. Strong understanding of financial market concepts, investor behaviour and mutual fund products.

Seeking an opportunity in Mutual Fund, AMC, Investor Services, Operations or Client Relationship functions.

Client Relationship Executive - Angel One

(2021-06)

• Assisted clients with KYC updates and account modification requests.
• Verified KYC documents and ensured accurate account opening documentation.
• Provided customer support for account-related, operational and trading platform queries.
• Coordinated with internal teams for timely resolution of client issues.
• Built and maintained strong client relationships through professional communication.
• Ensured accurate documentation during the account opening process.

Independent Financial Market Trainer

(2020-06 - 2025)

• Delivered training on Equity, Commodity and Derivatives Markets.
• Developed understanding of Fundamental and Technical Analysis.
• Hands-on exposure to market participation through intraday and positional/holding-based trades.
• Exposure to trading strategies, market trends and investment products.
• Developed knowledge of financial instruments, market regulations and investor behavior.

B.E - Computer Science and Engineering - Sant Gajanan Maharaj College of Engineering, Mahagaon (2017-08 - 2022-05)

Higher secondary certificate (HSC) - Kai Bhalachandra Kulkarni Junior College, Mahagaon (2017-05)

Secondary School Certificate (SSC) - Mahatma Phule High School Batakanangale (2014-03)