Tapesh Sharma
Qualified Financial Advisor @1 Finance
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WORK HISTORY
Qualified Financial Advisor @1 Finance
New Delhi, IN
Assessed client profiles and financial positions to craft personalised, goal-based financial plans aligned with 1 Finance’s philosophy, risk appetite, and long-term objectives- Ensured flawless execution of financial plans by conducting periodic reviews, tracking progress, issuing timely nudges, and driving clients toward recommended actions- Validated all plans for accuracy, feasibility, and regulatory compliance while maintaining the highest internal quality standards- Delivered end-to-end client servicing, resolving queries promptly, providing continuous advisory support, and enhancing overall client satisfaction and engagement.
EDUCATION
GLA University
Master of Business Administration - MBA
ABOUT TAPESH SHARMA
My name is Tapesh Sharma, and I hold an MBA specializing in Finance and Business Analytics from GLA University, Mathura. Prior to that, I earned my Bachelor\'s degree in Commerce from Dr. Bhim Rao Ambedkar University, Agra. I have completed a 45-day internship at Alankit Insurance Brokers Limited, where I gained valuable experience in the financial sector. Currently, I am employed as an Associate Financial Planner at Humfauji Initiative. My skill set includes proficiency in Microsoft Excel, as well as a basic understanding of R Programming, Eviews, and Python. Additionally, I possess foundational knowledge in visualization tools such as Tableau and Power BI.
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