Navneet - Financial Advisor with 5+ years of experience in financial planning and client management

Delhi, Delhi, IndiaRemoteen

Managed client portfolios, providing tailored financial advice on investments and insurance products.

Successfully achieved sales targets during internship through strategic marketing and client engagement.

Published on CazVidOpen to remote

Summary

A dedicated financial professional with over 5 years of experience advising clients on investments, insurance, and financial planning. Skilled in financial analysis, client relationship management, and strategic sales, with a proven track record of helping clients achieve their financial goals.

Key Achievements

Developed deep expertise in financial accounting, corporate finance, and Excel-based financial analysis.

Skills

Financial PlanningExpert

Advised clients on investments, savings, and insurance to meet their financial goals.

Client Relationship ManagementAdvanced

Built and maintained strong relationships with clients to ensure trust and service quality.

Financial AnalysisExpert

Utilized financial accounting and corporate finance skills for comprehensive client portfolio analysis.

Communication SkillsExpert

Effectively communicated complex financial concepts to clients and stakeholders.

Sales & MarketingIntermediate

Experience

Financial Advisor

Wishfin mylife pvt ltd

08/12/2025 - Running

A Financial Advisor helps clients manage their money by giving advice on investments, savings, insurance, and financial planning., They analyze clients’ financial goals and suggest suitable financial products to grow and protect their wealth.