Nidhi Mehta

Client Relationship Manager @Fino-Wise Freedom Group

Mumbai, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Client Relationship Manager @Fino-Wise Freedom Group

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Mumbai, IN

I am working as a Client Relationship Manager to fulfill the responsibilities of doing financial planning and taking care of team members and working on clients who need guidance from us.

EDUCATION

2016 — 2017

American Academy of Financial Management

Chartered Wealth Management

2024

Internshala Trainings

Advanced excel

2016 — 2018

International college of financial planning

Master's Degree

2014 — 2016

Ambitious Learning Solutions

CFP

2011 — 2014

Ghanshyam das saraf college

Bachelor of financial market(B.COM)

ABOUT NIDHI MEHTA

I have total work experience of 3 years in the field of Financial Planning, Wealth Management and also have some training experience in the same field for 2 years minmium.

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Nidhi Mehta — Client Relationship Manager at Fino-Wise Freedom Group in Mumbai, IN | Unifers