Suvidha Jadhav

Financial Services Professional with 5+ years of experience in financial advisory, trading and investment support, financial markets, and client servicing across SBI Securities and Motilal Oswal Wealth Management. Skilled in equity research, market analysis, order execution support, client transactions, KYC, and financial data analysis. Recognized as a Best Performer (2022–2023) for outstanding client service, business performance, and consistent delivery.

Senior Financial Advisor - SBI Securities - Goa

(2025-12)

• Handled KYC documentation, client onboarding, account opening, and verification support in accordance with compliance requirements.
• Prepared daily trading reports and used Excel for analysis and reconciliation.
• Assisted with client onboarding and documentation checks. Monitored orders, executions, trade confirmations, and settlement status
• Coordinated with internal teams to resolve KYC/documentation discrepancies.
• Assisted clients with order placement, trade execution, and transaction-related queries.

Financial Advisor - Motilal Oswal Financial Services Ltd - Bangalore

(2021-07 - 2025-12)

• Supported trading operations for wealth-management clients and portfolios.
• Used Excel and reporting tools for trade analysis and operational reporting.
• Monitored orders, executions, trade confirmations, and settlement status.
• Handled client queries and trading-related issues, coordinating with internal teams for resolution.
• Maintained accurate client and transaction records in accordance with internal procedures.
• Assisted with client investment requirements and financial product recommendations.

MBA - Finance - University of Mysore

PGPBM - Banking and Insurance - International Institute of Business Studies

B. Com - Commerce - Goa University