Meenakshi Dubey
Relationship Manager @Union Mutual Fund
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WORK HISTORY
Relationship Manager @Union Mutual Fund
I successfully managed client relationships and investment strategies at Union Mutual Fund, enhancing portfolio management. • Developed customized financial solutions to meet client needs and objectives. • Collaborated with business partners to optimize client services and enhance satisfaction. • Strengthened my skills in portfolio management, client relations, and strategic investment planning.
EDUCATION
Mumbai University Mumbai
Bachelor of Commerce - BCom, Business/Commerce, General
ABOUT MEENAKSHI DUBEY
Currently a Relationship Manager at Union Mutual Fund, contributing to mutual fund sales strategy and distributor relationships by leveraging strong skills in investment and portfolio management. Holds a Bachelor of Commerce (BCom) degree from Mumbai University and an NISM 5A-MFD certification, aligning expertise with dynamic financial markets. Past experience includes impactful roles like NISM Trainer at Startek and Trainer at CAMS, where they designed and implemented effective training programs. Proficient in financial analysis and fostering collaborative relationships to drive investment growth.
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