Yogendra Waghmare
Student at Maratha Vidya Prasarak Samaj\'s Institute of Management Research & Technology, Nashik 422002
- Role
- Unit Manager at Nj E-Wealth
- Location
- Nashik, MH, IN
- LinkedIn followers
- 500 followers
Experience
Unit Manager
Jan 2026 — Present · Nashik, IN
Working in the wealth management domain, focusing on client relationship management and financial planning• Assisting clients with investment solutions such as mutual funds, SIPs, and long-term wealth creation strategies• Supporting client onboarding, KYC processes, and documentation• Conducting basic portfolio reviews and ensuring timely service support to clients• Coordinating with internal teams for smooth execution of investment transactions• Continuously learning about financial markets, investment products, and advisory practices
Education
Maratha Vidya Prasarak Samajs Institute of Management Research and Technology Nashik 422002
Master of Business Administration, Marketing
2024 — 2026
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