Lavish Bhambhani

Experience

• 

  Master Lights and Furniture

  May 2009 - Aug 2009

  Sales Manager

  • Responsible for the day-to-day management of sales operations with a focus on increasing team performance and maximizing sales.• Effectively managed sales inventory and assisted in the documentation of accounts and stocks.• Developed and implemented the best marketing techniques to substantially increase sales.• Demonstrated strong ability to manage start-ups by designing a new store and hiring qualified employees under the supervision of the directors.• Created and analyzed accounting reports to monitor profit and loss. Show less

• 

  Fintoo

  Apr 2012 - May 2021

  • Core consulting of investment, tax, insurance, and retirement planning.• Built a broad network of High-Net-worth Individuals and corporate clients.• Reviewed and updated client portfolios as per market trends.• Trained, managed, and led teams during tax returns season and corporate events. • Expanded client base by 65% through corporate tie-ups and relationship management.• Grew business of referral network clients by 75%.• Built comprehensive financial plans and detailed PowerPoint presentations.• Conducted in-depth research and financial analysis on current financial market trends.

  • Senior Financial Planner

    Apr 2014 - May 2021

  • Junior Financial Consultant

    Apr 2012 - Mar 2014
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  Nuvama Wealth

  Jul 2021 - now

  • Chief Manager

    Jul 2023 - now

  • Senior Financial Consultant

    Jul 2021 - Jul 2023