Manav Hiren Udani
About Candidate
Skills
Location
Education
I have took my exam in May 2024 results are yet to be declared
Work & Experience
Building relationships with new customers and distributors. -Maintaining good business relationships with existing clients. -Liaising with suppliers and manufacturers on a daily basis. -Holding meetings to discuss progress of existing projects
-Verifying financial statements, ledgers and accounts -Maintain accounting documents and records, ensuring all files are up to date. -Filling GST and Income tax return
-Emphasize your ability to build and maintain strong relationships with clients, offering them investment guidance and support. -Describe your involvement in helping clients make informed investment decisions and managing their mutual fund portfolios effectively. -Highlight your role in assisting clients with financial planning, assessing their goals, risk tolerance, and recommending appropriate investment strategies -Mention your responsibility for staying up-to-date with market trends and providing insights to clients. -Showcase your knowledge of various mutual fund products and your ability to explain them to clients
