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Unnati Garg

Account Executive

1000 followers

Mumbai, Maharashtra, India

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Timeline
About me
Financial Planner | Relationship Manager
Education
- KPB Hinduja College of Commerce
  2020 - 2022
  Bachelor of Commerce - BCom Accounting and Finance CGPA - 8.9
  My strong B.Com CGPA showcases my mastery of essential skills, paving the way for professional success.
- Maharashtra State Board of Secondary and Higher Secondary Education (MSBSHSE)
  2018 - 2019
  Higher Secondary Certificate Percentage - 77.33%
  12th-grade assessments reflect my proficiency in essential skills, indicating readiness for future endeavors.
- Maharashtra State Board of Secondary and Higher Secondary Education (MSBSHSE)
  2005 - 2017
  Secondary Education Percentage - 88%
  Excelling in 10th-grade assessments demonstrates my mastery of foundational skills, priming me for future achievements
Experience
- Banka & Banka Chartered Accountants
  Jan 2021 - May 2022
  Account Executive
  Skilled in account management, financial analysis, and client relationship building within a Chartered Accountants Firm
- ICICI Prudential AMC Ltd
  Jul 2022 - Mar 2023
  Relationship Executive
  Channel - B2CResult-driven Relationship Executive at ICICI Prudential Mutual Funds, committed to providing personalized financial solutions and fostering strong client relationships.
- Motilal Oswal Financial Services Ltd
  May 2023 - Aug 2023
  Area Manager
  Channel - B2BExperienced Area Manager at Motilal Oswal Financial Services Limited, driving sales of insurance and mutual funds through effective business partner acquisition and activation.
- Bajaj Capital Ltd
  Nov 2023 - Apr 2024
  Relationship Manager
  Channel - B2CSeasoned Relationship Manager at Bajaj Capital Limited, skilled in mutual fund sales, financial planning, and insurance advisory. Dedicated to delivering tailored financial solutions and building long-lasting client relationships.
- Tata Mutual Fund
  Jun 2024 - now
  Manager
  As an Assistant Manager in Channel Retail Banking at Tata Mutual Funds, I manage retail banking operations, focusing on the distribution and promotion of mutual fund products. My role involves developing strong relationships with banking partners and financial advisors, implementing strategic marketing initiatives, and providing training programs. I analyze market trends and customer needs, track and report sales performance, and collaborate with cross-functional teams to enhance customer experience. Ensuring compliance with regulatory requirements and driving digital transformation are also key aspects of my job, contributing to the growth and success of Tata Mutual Funds. Show less
Licenses & Certifications
- Domain Flipper
  Udemy
- NISM Certifications
  National Institute of Securities Markets (NISM)
  Jun 2022

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