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
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
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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