Pankaj Mishra

Investment Advisor
Mumbai, Maharashtra, India
Content Writing, Investment Advisor, Mutual Funds
About
• Mutual Fund Advisory Services with nearly 2 years experience
• Sound knowledge of Mutual Funds, NFOs, FMPs, ELSS, RGESS, Capital Protection Fund, Rated company’s Fixed Deposits, Health & Life Insurance
• Client-focused , dedicated to exceeding client expectations, maintaining strong, fruitful working relationships with clients
Talents
Work Experience
Relationship Manager
Full Time Aug-2014 To present 10 years 8 months
Responsibilities
  • • Investment Advisory services with respect to Mutual Funds, NFOs, FMPs, Capital Protection Fund, Rated company’s Fixed Deposits, Health & Life Insurance, etc.
    • Preparation And Execution Of Financial Planning
    • Risk Profiling Of Existing & New Clients.
    • Regular Portfolio Review Of Existing & New Clients
    • Assisting in the frontend operational activities of the company
    • Acquiring new clients & serving the existing clients.
Investment Advisor
Finstream financial Advisors Pvt. Ltd.
Full Time May-2013 To Jul-2014 1 year 2 months
Responsibilities
  • • Client Acquisition and Advisory with respect to Mutual Funds
    • Assisting in analyzing portfolios of clients
    • Assisting clients in their financial planning
    • Conducting Research on various Mutual Funds as per client requirements
    • Making presentations on financial planning and mutual funds for clients
    • Assisting in the frontend operational activities of the company
    • Created the content on E-Learning modules for clients such as IIBF,TATA interactive and NSE
Achievements
  • Worked with trading team in F & O segment, assisted in the development of company's website.
Education
Master of Management Studies, Finance
Lala Lajpat Rai Institute of ManagementUniversity of Mumbai
2011-2013
Extra-Curricular Interests

  • Motivational

  • Painting

  • Books reading

Profile Snapshot
Pankaj is based out of Mumbai & has studied Finance, MMS-Master of Management Studies from Year 2011-2013 in LLRIM-Lala Lajpat Rai Institute of Management, University of Mumbai.
Pankaj Mishra is Skilled in Content Writing, Investment Advisor, Mutual Funds and other talents.