Nidhi Mehta
Client Relationship Manager @Fino-Wise Freedom Group
Mumbai, IN
EMAILS
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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