Mudit Nenawati
Financial Advisor
Summary
Aspire to work in the Financial industry with two years of industry experience. Proficient in financial analysis, investment research, and strategic planning. Skilled in conducting thorough financial modeling, performing statistical analysis, and interpreting economic trends. Effective communicator with a track record of collaborating across teams to achieve organizational objectives. Adaptable problem-solver able to thrive in fast-paced environments. Eager to leverage academic background and practical experience to drive success in finance and economics roles.
Overview
2
2
years of professional experience
2
2
Certifications
Work History
Financial Sales Representative
Fairstone Financial
10.2022 - 12.2023
- Tested various financial plans tailored to clients need on symphony edge database which helped in identifying issues and make necessary modifications to improve financial health.
- Explained different types of loans pertaining to client situations. Dealt with secured personal loans, unsecured loans and home & auto loans
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Improved financial operations with careful, in-depth analysis and proactive recommendations for improvement.
Financial Sales Representative
CASH4YOU
05.2022 - 10.2022
- Developed financial models which contributed in preparing personalized budgets for clients
- Solicited existing customer for lending solutions and Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Part Time - Customer Sales Representative
OSL Communications
12.2021 - 05.2022
- Helped customers navigate choices between services with support for questions such as terms, pricing and availability.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
Education
PGDM - Financial Planning
Seneca College of Applied Arts And Technology
Toronto, ON05.2022
Bachelor of Science - Economics & Finance
Narsee Monjee Institute of Management Studies
INDIA 05.2017 - 2020.04
Skills
Financial & Investment research
Certification
CMT - Chartered Market Technician level 1
Timeline
Financial Sales Representative
Fairstone Financial
10.2022 - 12.2023
Financial Sales Representative
CASH4YOU
05.2022 - 10.2022
Part Time - Customer Sales Representative
OSL Communications
12.2021 - 05.2022
Bachelor of Science - Economics & Finance
Narsee Monjee Institute of Management Studies
05.2017 - 2020.04
PGDM - Financial Planning
Seneca College of Applied Arts And Technology
CMT - Chartered Market Technician level 1
Bloomberg Market concept
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