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Associate Wealth Manager with 1+ years in customer management & client onboarding.
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Detail-oriented MBA Finance student with experience in customer management, client onboarding, CRM maintenance, and documentation support. Gained exposure to mutual funds, SIPs, investment planning, and transaction processing through internships in financial services. Seeking a finance and accounting role to leverage analytical, coordination, and client service skills.
Sinhgad Institute Of MMS Business
Master of Management Studies · Finance
June 1, 2024 – June 1, 2026
Abeda Inamdar College
Bachelor of Commerce · Commerce
June 1, 2020 – June 1, 2023
Atomic Energy Central School
HSC
June 1, 2018 – June 1, 2020
Atomic Energy Central School
SSC
January 1, 2018 – January 1, 2018
Funds India (Wealth India Financial Services)
Intern
May 1, 2025 – Present
Borivli, Maharashtra, India
Choice International Limited
Intern - Growth and Strategy
February 1, 2025 – Present
India
Economic Competition at Simhasta Festival
June 1, 2026 – June 1, 2026
Secured 2nd prize in an economic competition at Simhasta Festival, demonstrating strong analytical and problem-solving skills.
Fashion Show at Guthli Festival
June 1, 2026 – June 1, 2026
Participated in a fashion show at Guthli Festival.
School-level Certificate in Sports
June 1, 2026 – June 1, 2026
Awarded a school-level certificate in sports, recognizing excellence and versatility across multiple games.
Basis of wealth management
Unknown
June 1, 2026 – Present
Understanding risk management in finance sector
Unknown
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's academic project in an economic competition and participation in extracurricular activities (fashion show, sports) indicate a well-rounded individual with diverse interests. The internships show an interest in the financial sector, aligning with a professional, results-oriented culture. The pursuit of an MBA in Finance further reinforces a commitment to career growth in this domain.
Soft Skills & Operational Fit
The candidate demonstrates foundational soft skills relevant to client-facing roles, including client onboarding, relationship management, and query resolution. Their experience in coordinating with internal teams suggests an ability to contribute to operational flow. However, the depth of these skills for a senior role is yet to be validated.