Shruti Mandavia
Rajkot
Summary
Proactive Financial Advisor with extensive experience in investment planning, wealth management, and portfolio construction. Successfully built strong client relationships and increased customer satisfaction through personalized financial advice and timely issue resolution. Bringing a strong skill set in financial services, risk assessments, and operational efficiency to advance career opportunities.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Jalaram Financial Services
02.2020 - Current
- Built strong relationships with Investors, fostering trust and loyalty in managing their financial portfolios.
- Educated Investors on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each Investors' individual needs.
- Developed personal rapport with each Investor to maintain loyalty and establish long-term accounts.
- Established new Investor relationships by conducting thorough needs assessments during initial consultations.
- Providing investment advice for wealth management of Investors.
- Regular monitoring of Investors Portfolio to create wealth and satisfactory returns on Investment
- Providing Life, Health and General Insurance advice to Investors.
- Providing Investment advice for Investment in Bonds and other financial instruments.
Deputy Manager
Axis Asset Management Company Ltd.
11.2014 - 01.2020
- Mutual Fund Core Operations for Saurashtra and Kutch Region
- Query and Complaints resolving
- Financial transaction processing with accuracy.
- Increased customer satisfaction with timely resolution of issues and proactive communication.
- Boosted operational effectiveness with thorough risk assessments and mitigation plans implementation.
- Co ordinations with team for quick resolutions and problem solving
- MIS and DTR Monitoring
- Provide operational training to team and Individual Financial Advisors on regular basis for operational updates.
- Handling of Direct Investors and guide for investment advice according to their requirements.
Human Resources Manager
Professional Soft-Tech
01.2013 - 12.2013
- Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.
- Maintained accurate HR records in compliance with applicable laws, ensuring efficient data retrieval when required.
- Conducted thorough internal investigations, addressing employee concerns with fairness and transparency.
- Maintained payroll and benefits for employees, minimizing financial discrepancies through detailed program management.
- Maintaining recruitment and training
Human Resources Executive
Exolutions Professional Services
08.2010 - 02.2012
- Interviewed potential hires, negotiated salaries and benefits and performed reference checks.
- Getting vacancy details from employers and finding appropriate data from the portal and other sources
- interviewing and testing job seekers
- Matching candidates to jobs to build a pool of potential applicants and screening and short listing candidates for employers.
- Meeting target for vacancies filled. Keeping MIS
- Building relationships with employers and job seekers.
Human Resources Executive and Admin
Divyang Info World
10.2007 - 11.2009
- Introduced flexible work arrangements that improved productivity while supporting employee work-life balance.
- Participated at strategic and operational level to develop and strengthen human resources services, relationships and mission.
- Directed hiring and onboarding programs for new employees.
- Interviewed potential hires, negotiated salaries and benefits and performed reference checks.
Quality Assurance and HR
Angel Broking Ltd
10.2006 - 09.2007
- Maintenance of Weekly and Monthly MIS of Branch Revenue. Analysis of data to generate more revenue.
- Maintaining data for cost effectiveness and reduce cost
- Recruitment, Training and salary management of Employees.
- Arrange workshops for Customers as well as Employees.
- Maintaining MIS of Customer queries and help respective department to resolve it. Find out loop holes in the system and improve the system by solving it.
Education
MBA - Finance And Marketing
H N Shukla College of Management Studies
Rajkot, India06-2006
Bachelor of Computer Applications -
Christ College
05-2004
Skills
- Investment advice
- Relationship building and management
- Retirement planning
- Financial Advising
- Wealth Management
- Insurance Planning
- Portfolio construction
- Financial Services
- Investment planning
- Investment Management
- Investment Consulting and Planning
- Mutual funds
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Gujarati
Advanced (C1)
Timeline
Financial Advisor
Jalaram Financial Services
02.2020 - Current
Deputy Manager
Axis Asset Management Company Ltd.
11.2014 - 01.2020
Human Resources Manager
Professional Soft-Tech
01.2013 - 12.2013
Human Resources Executive
Exolutions Professional Services
08.2010 - 02.2012
Human Resources Executive and Admin
Divyang Info World
10.2007 - 11.2009
Quality Assurance and HR
Angel Broking Ltd
10.2006 - 09.2007
MBA - Finance And Marketing
H N Shukla College of Management Studies
Bachelor of Computer Applications -
Christ College
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