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Nirjala Avale

.

Mumbai

2+ years of work experience

Lumina Datamatics
Feb 20251 yr 5 mosPresent

Mumbai, Maharashtra, India

equentis
Jul 20245 mosNov 2024

Mumbai, Maharashtra, India

Client Onboarding : Assist in onboarding new clients, including gathering financial data, and explaining investment strategies. Wealth Advisory : Connecting with HNI clients for assisting in their financial investments and pertaining to their wealth Growth Client Communication : Develop and maintain strong relationships with clients through regular communication, addressing their concerns, account activation and providing financial guidance
AEGIS CONSULTANTS
Apr 20233 mosJun 2023

Mumbai Metropolitan Region

Worked on multiple program's where i learned Customer Coordination and Customer Consultation. Key role : Lead generation, Connecting company HR via calls, Emails. Client onboarding : Onboarding clients, Needs assesments, Client Documentation, Communication and support, Client Relationship

Education

Vidyalankar School of Information Technology

BMS, Finance and Financial Management Services

Vidyalankar School of Information Technology

20213 yrs2024

SSC

Regina pacis convent high school

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Headline

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Location

Mumbai

Work experience

E commerce executive at Lumina Datamatics, Feb 2025 - Present · 1 yr 5 mos, Mumbai, Maharashtra, India

Associate wealth advisor at equentis, Jul 2024 - Nov 2024 · 5 mos, Mumbai, Maharashtra, India, Client Onboarding : Assist in onboarding new clients, including gathering financial data, and explaining investment strategies. Wealth Advisory : Connecting with HNI clients for assisting in their financial investments and pertaining to their wealth Growth Client Communication : Develop and maintain strong relationships with clients through regular communication, addressing their concerns, account activation and providing financial guidance

New Business Development at AEGIS CONSULTANTS, Apr 2023 - Jun 2023 · 3 mos, Mumbai Metropolitan Region, Worked on multiple program's where i learned Customer Coordination and Customer Consultation. Key role : Lead generation, Connecting company HR via calls, Emails. Client onboarding : Onboarding clients, Needs assesments, Client Documentation, Communication and support, Client Relationship

Education

BMS, Finance and Financial Management Services, Vidyalankar School of Information Technology

SSC, Regina pacis convent high school

Nirjala Avale - E commerce executive in Mumbai | Tal