Mittrajsinh Jadeja
Dubai,UAE
Summary
Talented securities professional with record of accomplishment in outpacing client financial expectations and maximising returns. Excels at maintaining strong portfolios and capitalising on market conditions. Attentive in client relations and decisive in making and updating recommendations.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advisor
Anjali Finance
Kutch, Gujarat, India
07.2021 - 09.2022
- Researched marketplace and provided clients with information about new and existing products and services.
- Assisted clients with planning for and funding retirements using various types of investments.
- Documented all client interactions and firm activity within client relationship management system.
- Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Built and maintained client base by successfully managing and updating client portfolios.
Education
Currently going through Foundation Course - IB Diploma
Curtin University
Pune/India 09/2022 -
Skills
- Increasing savings
- Mutual funds
- Cash Handling
- Sales expertise
- Loans
- Business Development
Languages
English
Upper intermediate
Hindi
Elementary
Gujarati
Elementary
Certification
- UAE- Training - 5-6 Months
- Awarded 3rd Position in Individual Athletics at IBSO
- Awarded 2nd Position in Individual Swimming competitions at IBSO
Hobbies
- I love to Train people who are interested to do Horse riding.
- Love playing Hockey
- Like to Read fictional Books.
- Love to watch both Hollywood & Bollywood Movies.
Timeline
Financial Advisor
Anjali Finance
07.2021 - 09.2022
Currently going through Foundation Course - IB Diploma
Curtin University
09/2022 -
- UAE- Training - 5-6 Months
- Awarded 3rd Position in Individual Athletics at IBSO
- Awarded 2nd Position in Individual Swimming competitions at IBSO
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