Snehal Patil
Bromma
Summary
- Dynamic and Certified Financial Planner with a proven track record of successfully directing complex projects, developing effective strategies, and collaborating with high-performance teams to enhance operations.
- Committed to delivering tailored financial plans that help clients achieve their goals. Offers a strong foundation in financial principles and a keen ability to learn and adapt in a fast-paced environment.
- Brings a solid grasp of financial analysis and planning concepts, along with capabilities in data analysis and client communication. Ready to utilize and further develop analytical and interpersonal skills in the desired position and equipped with a solid background in financial analysis, investment strategies, and client relationship management.
- Adept at collaborating within teams to achieve results and adapt to changing needs. Proven ability to deliver impactful financial solutions and foster long-term client satisfaction.
- Strong skills in financial planning, portfolio management, and market research, combined with a results-driven approach and dependable nature.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Planned Career Break
Self
02.2020 - 11.2024
- Became a stay-at-home mom and coordinated school curriculums,household budgets, childcare and maintained calenders for a family of 4.
- Leveraged top-notch organizational skills like multitasking, leadership, problem solving, conflict resolution
- At this point, I'm ready to re-enter the workforce.
Associate Financial Planner
NS Wealth Solution Pvt Ltd
09.2019 - 02.2020
- Drafting goal based financial plans for clients with help of senior planners
- Handling client queries and placing orders for investments as and when required
- Equity trading based on analysis and strategies for short term and long term
- Investing in mutual funds on client behalf in via CAMS and Karvy
- Training associates for internal systems
Administrative Assistant
UPS Logistics Pvt. Ltd.
10.2016 - 11.2017
- Reconciliation of Charges received
- Discounting as per client procedure
- Investigating breaks through IOLB (Double checks)
- Assign proper inbox to the particular code type on EXCEL
- Check manual proof for high values, if it reflects query will be resolved in one day
- Completion of final deliverables with 100% accuracy and timeliness
- Adherence to procedures and SLA's
- Identifying and analyzing the nature of taxes, dealing with various departments and problem solving
- Monitoring overall functioning of process and identifying the improvement areas
- Ensuring higher customer satisfaction matrices
- Key Skills Financial Analysis, Indirect Taxation
- Process Europe - Import Billing (European Countries- Indirect Taxation)
- Applications Used QWS, ON DEMAND, WEBSIR, IDIS, CONVERO, FIF
Financial Services Associate
Shripal Investment Consultancies
06.2014 - 07.2016
- Post daily transactions in QuickBooks and updating financial spreadsheets
- Create, send and follow up on invoices
- Handling associates and helping them as how to work efficiently
- Dealing with the clients courteously with tact and confidence over the calls and face to face as well
- Managing and reviewing client data effectively
Education
Certified Financial Planner -
Financial Planning Standards Board India (FPSB)
06.2018
Masters of Commerce (M.COM) - Accounting and taxation
St. Vincent College
04.2016
Bachelor of Commerce (B.COM) - Accounting and taxation
Garware College Of Commerce
04.2014
Skills
- Portfolio management
- Financial plan preparation
- Financial goal planning
- Portfolio analysis
- Retirement planning
- Asset allocation
- Investment planning
- Account performance reviews
- Teamwork and collaboration
- Stock trading
- Insurance planning
- Cash flow management
Certification
- Worked as Audit Assistant with M/S .P.G.Bhagwat, Chartered Accountants, Pune for internal audit assignment.
- Cleared NISM-VA: Mutual Fund Distributors certification examination with 77%.
- Cleared NISM-VI: Depository Operations Certification examination with 70%.
- Pursued certification in stock market based Vocational Training Course through MITCON institute.
- Completed Post Graduate Diploma In Banking Operations from NIIT, Institute of Finance, Banking and Insurance.
- Cleared Chartered Accountancy Common Proficiency Test.
- Orientation programme from The Institute of Chartered Accountants Of India.
- Information Technology Training Course from The Institute of Chartered Accountants Of India.
Languages
English
Proficient
C2
Hindi
Proficient
C2
Marathi
Proficient
C2
Swedish
Beginner
A1
Personal Information
- Date of Birth: 02/08/93
- Nationality: Indian
Seminarsandprojects
- Participated as a Volunteer for the 15th National Children' Science Congress Exhibition.
- Participated in the Geography Talent Search Examination (Maharashtra state).
- Participated and cleared Mathematics & English Elementary Examination with grade 'A' held by Tilak Maharashtra Vidyapeeth.
- Worked on project titled 'MUTUAL FUND' in Graduation (BCOM).
- Worked on Project title 'TAXATION OF DIFFERENT ASSESSES' in MCOM.
Timeline
Planned Career Break
Self
02.2020 - 11.2024
Associate Financial Planner
NS Wealth Solution Pvt Ltd
09.2019 - 02.2020
Administrative Assistant
UPS Logistics Pvt. Ltd.
10.2016 - 11.2017
Financial Services Associate
Shripal Investment Consultancies
06.2014 - 07.2016
Masters of Commerce (M.COM) - Accounting and taxation
St. Vincent College
Bachelor of Commerce (B.COM) - Accounting and taxation
Garware College Of Commerce
Certified Financial Planner -
Financial Planning Standards Board India (FPSB)
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