Pragati Soni

Student at Faculty of management studies

Role
Relationship Manager at Plan Money
Location
Mumbai, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Pragati Soni

A confident personality looking for an opportunity in corporate world to grow.

Experience

  1. Relationship Manager

    Plan Money

    Sep 2022 — Present · Mumbai, IN

    Worked with Unifi Capital, Marcellus, Abakkus & Buoyant Capital Portfolio Management departments to facilitate communication and deliver personalized solutions to investors. Resolving PMS and Mutual Fund tax reports & handle PMS account & PMS transaction queries. End to End documentation support for PMS & Mutual Fund Investors. Monitoring the existing client PMS Handeling the Office Accounts to clearing the suspense & GST.

Education

  • Faculty of Management Studies, MLSU

    Master of Business Administration - MBA

    2020 — 2022

  • Sangam University

    Bachelor of Business Administration - BBA

    2017 — 2020

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Pragati Soni — Relationship Manager at Plan Money in Mumbai, IN | Unifers