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Devanshi Soni

Devanshi soni

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location of Devanshi SoniVadodara, Gujarat, India
Phone number of Devanshi Soni+91 xxxx xxxxx
Followers of Devanshi Soni148 followers

  • Timeline

    Apr 2019 - Jun 2019

    Summer Intern

    State Bank of India
    Oct 2020 - Mar 2022

    Operations Executive

    Wealth First
    Current Company
    Apr 2022 - now

    Operations Manager

    Finolutions LLP

  • About me

    Finance Professional | Operations Management | Portfolio Management | Client Relationship Management | Investment Products

  • Education

    • Shri jairambhai patel institute of business management & computer applications (sjpi)(sfi),gandhinagar. 769

      2018 - 2020
      Mba - master of business administration finance, general 7.5

    • St. xavier's high school, gandhinagar

      2013 - 2015
      Higher secondary (ghseb) 7.6

    • Ganpat university

      2015 - 2018
      Bba - bachelor of business administration finance, general 7.3

  • Experience

    • State bank of india

      Apr 2019 - Jun 2019
      Summer intern

      Work In Real estate and Home Loan department. During internship prepare project on 'How RERA Act Changed The Game of Indian Real Estate Industry'.

    • Wealth first

      Oct 2020 - Mar 2022
      Operations executive

      Managed client account openings across various asset classes (Mutual Funds, Equities, Bonds, PMS, FD, Insurance). Ensured accurate daily transaction recording and client fund management. Coordinated with clients and AMCs, prepared customized portfolio reports, and addressed client queries.

    • Finolutions llp

      Apr 2022 - now
      Operations manager

      Led operations process work for wealth managers across India related to their HNI and UHNI investors, interacting with domestic and international product providers such as PMS, AIF, Inbound, Outbound, Startups, etc. Developed and implemented operational processes for various investment products, ensuring compliance with IFSCA regulations. Streamlined processes for efficiency and growth, collaborating with distribution partners and B2B clients. Managed teams and provided support for product empanelment and onboarding for wealth managers. Show less

  • Licenses & Certifications

    • Nism certifications xxi -a (portfolio management services distributors)

      National institute of securities markets (nism)
      Oct 2023

    • Mutual fund distributor v-a

      National institute of securities markets (nism)