Pooja Ghodekar
Empowering Financial Futures with Personalized Solutions, Wealth Creation & Insurance Planning #MutualFunds #PortfolioManagement #Insurance #FreelanceRecruiter | AMFI certified- Mutual Fund Distributor
- Role
- Mutual Funds Distributor at Nj India
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Pooja Ghodekar
Seasoned HR Professional Turned Mutual Funds Distribution Specialist, dedicated to…
Experience
Mutual Funds Distributor
Feb 2024 — Present · Mumbai, IN
Spearheaded client acquisition initiatives, resulting in a 20% increase in assets under management (AUM) within the first year- Provide personalized investment advice and strategic asset allocation recommendations to high-net-worth clients, optimizing portfolio performance and achieving investment objectives- Conducted regular portfolio reviews and performance evaluations to ensure alignment with clients\' evolving financial goals and market conditions.
Education
Y.S. School, Punjab
Science
2008 — 2009
Banasthali Vidyapith
Bachelor of Technology (BTech)
2009 — 2013
ITM Business School, Navi Mumbai
PGDM
2013 — 2015
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