Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sanym Jain

Sarnia,ON

Summary

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

1
1
year of professional experience

Work History

Financial Advisor

Motilal Oswal Financial Services
Mumbai
08.2023 - 07.2024
  • Assisted clients in identifying financial goals and developing personalized strategies.
  • Supported financial planning processes through research on investment options and market trends.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.

Education

POST GRADUATE CERTIFICATE - FINANCIAL PLANNING AND WEALTH MANAGEMENT

Lambton College
Sarnia
04-2026

BACHELOR IN COMMERCE -

MALINI KISHORE SANGHVI COLLEGE OF COMMERCE
MUMBAI, MAHARASHTRA
04-2023

Skills

  • Problem-solving
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Customer service
  • Decision-making

Timeline

Financial Advisor

Motilal Oswal Financial Services
08.2023 - 07.2024

POST GRADUATE CERTIFICATE - FINANCIAL PLANNING AND WEALTH MANAGEMENT

Lambton College

BACHELOR IN COMMERCE -

MALINI KISHORE SANGHVI COLLEGE OF COMMERCE
Sanym Jain