Manan Kothari
Financial Planner @TD
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WORK HISTORY
Financial Planner @TD
ON, CA
Developed tailored financial planning strategies for mass affluent clients, focusing on wealth accumulation, preservation, tax optimization, and estate planning while delivering exceptional service and achieving a 95% client satisfaction rate along with a high client retention rate. Performed intuitive and insightful financial planning analyses for 170+ clients annually, crafting tailored strategies that drove significant progress toward their financial goals. Advised clients on retirement planning, tax strategies, and insurance needs as part of a holistic financial planning approach, leading to a 15% increase in long-term financial security and peace of mind. Engaged clients and strengthened client relationships through regular market reviews and financial performance updates, achieving a 90% retention rate. Exceeded individual sales targets by $500K through strategic networking, pipeline management and incentive program leverage, showcasing superior sales acumen and client engagement.
EDUCATION
Gujarat University
Master of Business Administration (MBA), Marketing
Gujarat University
Bachelor of Business Administration (BBA), Marketing
SKILLS
ABOUT MANAN KOTHARI
As an MBA graduate and financial enthusiast, I am well-read and informed about the…
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