MITUL AJAY SHAH

  • Equity Advisor - Wealt Management
  • May 05, 2019
Full time Banking, Finance & Insurance Jobs

Personal Summary

I HAVE TOTAL EXPERIENCE OF 8 YEARS AS ADVISOR AND LOOKING FOR BETTER OPPORTUNITY

Work Experience

EQUITY ADVISOR
Apr 2015 - Jun 2019 BONANZA PORTFOLIO LTD.
  • Calling client on regular basis to provide market update and also placing trade orders on behalf of them.
  • To provide analysis of market conditions by gathering key data, analyzing trends, creating reports, and offering comprehensive evaluations to meet clientele’s objectives.
  • Promoting Mutual Fund, IPO and client acquisition business of company.
  • Assisting the company to achieve its goals by generating revenue for the company.

 

Education

CHARTERED FINANCIAL ANALYST
Feb 2008 - Aug 2010 MUMBAI UNIVERSITY