Rinal Jain

Certified Financial Planner | Financial planning | B.F.M Graduate | Finance Enthusiast | Aspiring analyst

Role
Client Onboarding Executive at Sapient Wealth Advisors & Brokers Pvt Ltd
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Rinal Jain

Dedicated Certified Financial Planner (CFP) with a robust academic background and 1.5 years of invaluable experience as a Finance Product Manager, specializing in the development of finance-related content. My unwavering passion is to leverage my CFP expertise, exceptional communication skills, and profound industry knowledge to make a substantial impact within a dynamic CFP firm. I am wholeheartedly committed to a path of continuous learning and personal growth, with a singular focus on assisting clients in securing their financial futures and accomplishing their financial aspirations.

Experience

  1. Client Onboarding Executive

    Sapient Wealth Advisors & Brokers Pvt Ltd

    Dec 2023 — Present · Mumbai, IN

Education

  • K.P.B Hinduja College Of Commerce

    Bachelor of Financial Markets -BFM

    2017 — 2021

  • IMS Proschool Pvt. Ltd.

    Certified Financial Planner

    2021 — 2022

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Rinal Jain — Client Onboarding Executive at Sapient Wealth Advisors & Brokers Pvt Ltd in Mumbai, MH, IN | Unifers