Anubhavv Bhatyal
Financial Solutions Advisor 1 @Merrill Lynch
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WORK HISTORY
Financial Solutions Advisor 1 @Merrill Lynch
NJ, US
Collaborated with clients to develop tailored financial plans, incorporating brokerage products like stocks, retirement plans and mutual funds. • Recommended banking and investment strategies aligned with clients\' financial goals, enhancing their portfolio performance. • Engaged potential clients through referrals, contributing to a 20% increase in new client acquisition. • Provided coaching to referral partners, improving service delivery based on client needs.
EDUCATION
Indian Institute of Foreign Trade and Research
Bachelor’s Degree, Bachelors of Foreign Trade
Symbiosis Institute of Management Studies
PGDBM, Finance & Marketing
ABOUT ANUBHAVV BHATYAL
Financial Solutions Advisor I Certified Scrum Master | Business Development | Product Specialist | Consulting, Financial Services
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