Pragati Soni
Student at Faculty of management studies
- Role
- Relationship Manager at Plan Money
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Pragati Soni
A confident personality looking for an opportunity in corporate world to grow.
Experience
Relationship Manager
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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