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Bazega Ansari

Bazega Ansari

Financial Advisor

Followers of Bazega Ansari548 followers
location of Bazega AnsariMumbai, Maharashtra, India

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  • Timeline

  • About me

    MBA || Finance || Senior Research Associate at Morningstar

  • Education

    • Rizvi Institute of Management Studies & Research New Rizvi Education Complex, Off Carter Road, Bandra (West), Mumbai - 400 050

      2018 - 2020
      MBA - Master of Business Administration Finance, General

    • University of Mumbai

      2014 - 2017
      Bachelor of Management Studies Finance, General

  • Experience

    • Edelweiss Financial Services Limited

      Dec 2019 - Aug 2020
      Financial Advisor

      I have a 9 month of work experience with the role of Financial Advisor/Relationship Manager. My job included connecting clients on call and helping them manage their portfolios depending upon their risk - return appetite and horizon of investment. Portfolio contruction mainly involved investments in equity,derivaties, mutual funds, ULIP, structured products, retirement planning and life & health insurances.

    • Morningstar

      Jan 2021 - now

      • Senior Research Associate

        Oct 2022 - now

      • Associate Researcher

        Jan 2021 - Oct 2022

  • Licenses & Certifications

    • Organization Communication

      LinkedIn
      Jul 2021

    • Becoming a Great Conversationalist

      LinkedIn
      Jan 2022

    • Interpersonal Communication

      LinkedIn
      Jul 2021

    • Speaking Confidently and Effectively

      LinkedIn
      Jul 2021
      View certificate certificate

    • High Performance Habits

      LinkedIn
      Nov 2022