Headline

Virtual Relationship Manager | Wealth & Investment Advisory | Mutual Funds | Aspiring PMS & Portfolio Management Professional | CFA Level 1 cleared | NISM 8 | NISM 15 | NISM 5A |

About

Finance professional with experience in wealth advisory, relationship management, investment products, and financial markets. Currently working at Mirae Asset Mutual Fund, managing distributor engagement. My experience includes mutual fund solutions, investor suitability, risk profiling, portfolio-oriented discussions, asset allocation understanding, and long-term wealth creation strategies. Previously, I gained exposure to fund-level analysis, macroeconomic indicators, debt market assessment, and regulatory support during my tenure at LIC Mutual Fund. With CFA Level I, NISM certifications, and a strong foundation in Financial Markets. My goal is to continuously improve and become the best version of myself while contributing to the success and growth of the organization I work with.

Location

Mumbai

Work experience

Virtual Relationship Manager at Mirae Asset Mutual Fund (India), May 2025 - Present · 1 yr 1 mo, Mumbai, Maharashtra, India, Manage distributor relationships and business development activities across the Gujarat region within the mutual fund ecosystem. Achieved 90% YoY growth in SIP book through stronger distributor engagement, advisory-led support, and client retention strategies. Support investor-focused discussions around mutual fund solutions, risk profiling, and suitability-based product alignment. Conduct portfolio-oriented conversations involving asset allocation, SIP planning, diversification, and long-term wealth-building strategies. Monitor market developments, redemption trends, liquidity movement, and scheme-level exposure to support informed financial discussions.

Product & Marketing Intern at LIC Mutual Fund, Jun 2024 - Aug 2024 · 3 mos, Mumbai, Maharashtra, India, ● Conducted in-depth analyses of market trends and economic data using the Bloomberg Terminal, tracking key indicators like WPI, IIP, CPI, and GDP to understand market dynamics. ● Prepared comprehensive reports on index constituents and mutual fund scheme performance, providing valuable insights for fund managers. ● Developed a strong understanding of the debt market through mentorship from the Chief Investment Officer (Fixed Income), which included analyzing PRC scores for debt funds to assess potential risk. ● Assisted in preparing and updating regulatory documents, including the Scheme Summary Document (SSD) and Key Information Memorandum (KIM), ensuring compliance with SEBI regulations. ● Gained practical experience in investment research by tracking the performance of ETFs and Index Funds, calculating tracking errors to measure their adherence to benchmarks. ● Managed invoice approvals and facilitated effective communication between marketing agencies and fund managers for initiatives like TV interviews and article publications. ● Developed proficiency in Excel, PowerPoint, data analysis, and communication through collaborating with diverse teams

Finance Intern at Indira J Udani Finserve LLP, May 2022 - Jun 2022 · 2 mos, - Learned about the global market and it’s interrelation with Indian market - Conducted fundamental analysis for Equity research of Maruti Suzuki , employing indicators such as financials of the company, SWOT analysis, peers comparison, future prospects to predict future price movement - Also got knowledge of mutual fund from some seminars I attended of Motilal Oswal and Aditya Birla Capital

Education

CFA institute

Bachelor's Degree, Bachelor of Financial Markets (B.F.M), Commerce, M.L. Dahanukar college of commerce