Prateek Jhalani
CFP
- Role
- Senior Financial Advisor at Hexagon Wealth
- Location
- Gandhinagar, GJ, IN
- LinkedIn followers
- 500 followers
About Prateek Jhalani
Experienced Certified Financial Planner with a demonstrated history of working in the investment management industry. Skilled in Certified Financial Planner, Banking, Sales, and Public Speaking. Strong finance professional with a Diploma focused in Banking and Financial Support Services from Sikkim Manipal University - Distance Education.
Experience
Senior Financial Advisor
Jul 2024 — Present · Gandhinagar, IN
Education
Sikkim Manipal University - Distance Education
Diploma, Banking and Financial Support Services
2012 — 2013
B.K.Majumdar Institute Of Business Administration
Bachelor’s Degree, BBA (Marketing And Finance)
2009 — 2012
Skills
- Market Research
- Customer Service
- Strategic Planning
- Portfolio Management
- Leadership
- Microsoft Excel
- Powerpoint
- Microsoft Office
- Sales
- Public Speaking
- Finacle
- Business Strategy
- Business Development
- Teamwork
- Banking
- Business Analysis
- Team Management
- Certified Financial Planner
- Marketing
- Marketing Strategy
- Tally Erp
- Finance
- Financial Goals
- Financial Analysis
- Corporate Finance
- Management Information Systems (Mis)
- Management
- Research
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