Sampanna Kivlekar
Wealth Manager @Cedrus Wealth Partners
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WORK HISTORY
Wealth Manager @Cedrus Wealth Partners
Pune, IN
ABOUT SAMPANNA KIVLEKAR
As a Client Relationship Executive at Sharekhan, I built strong relationships with clients by providing exceptional service and exceeding satisfaction targets. I helped clients achieve their financial goals through personalized investment advice and strategic analysis, leveraging my expertise in trading, technical analysis, and fundamental analysis. Previously, I was an Equity Research Intern at IndiaHedge, where I analyzed financial statements and market trends to identify high-potential investment opportunities. I also monitored the performance of trades and implemented trading strategies to maximize profits and minimize losses by managing risks. I am currently pursuing my MBA in Finance at MIT World Peace University, where I am learning advanced skills and concepts in finance, accounting, economics, and management. I am passionate about the financial sector and eager to obtain valuable experience and excel in my career.
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