Mayuri Waghmare
| Finance Manager | Passionate about Financial Literacy & Investment Education | Involving with Industry Trends & Innovation in Finance |
- Role
- Finance Manager at Nidhi Broking Services Pvt. Ltd
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Mayuri Waghmare
Results-driven finance professional with experience in financial advisory, portfolio…
Experience
Finance Manager
Nidhi Broking Services Pvt. Ltd
Nov 2024 — Present · Thane, IN
Prepare and present detailed reports on portfolio performance, transactions, and changes.• Ensure compliance with market regulations and legal guidelines.• Manage and oversee mutual fund portfolios, including daily operations.• Adapt investment strategies based on changing market conditions.• Maintain and update client records to ensure accuracy and operational efficiency.• Handle online transactions such as investments, redemptions, STPs, and SIPs.• Prepare and send detailed investment reports to clients, ensuring transparency and timely communication.• Manage client relationships and address queries or concerns effectively.• Assist in creating marketing materials and investor communications.• Prepare monthly and yearly business performance sheets.• Expand knowledge of financial products, market trends, and investment strategies.• Foster a culture of continuous improvement, adaptability, and client-centric service.
Education
The Institute of Chartered Accountants of India (ICAI)
Foundation degree, Accounting
University of Mumbai
Bachelor of Commerce - BCom, Business/Commerce, General
365 Financial Analyst
Certifications, Finance
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