Sneha User
@snehauser7
Finance professional specializing in investment advisory and client relationship management.
IndiaWhat I'm looking for
I am a dynamic finance executive with an MBA in Finance & HR and hands-on experience in investment advisory, mutual funds, and insurance services. I focus on building trust with clients through clear communication, ethical advice, and thorough KYC and onboarding processes.
In relationship manager roles, I consistently converted leads into sales, met monthly targets, and supported clients with demat account openings and product guidance. I have experience with cold calling, CRM maintenance, and cross-selling to increase product penetration.
I completed an internship at a mutual fund firm where I supported discussions on diversification, compliance tasks, and project work related to fund launches and asset allocation. I hold NISM-V certification and training in financial literacy, analytics in finance, and business finance foundations.
My technical toolkit includes Tally ERP 9, advanced Excel, and PowerPoint, complemented by strengths in communication, time management, leadership, and teamwork to drive client engagement and revenue growth.
Experience
Work history, roles, and key accomplishments
Relationship Manager
Aliceblue India Pvt. Ltd.
Feb 2025 - Jun 2025 (4 months)
Sourced and onboarded partners and clients, managed KYC verification and demat account openings, and resolved client queries to ensure smooth onboarding and compliance.
Relationship Manager
Connect Stocks Pvt. Ltd.
Apr 2023 - Feb 2025 (1 year 10 months)
Conducted outbound calls to prospect clients, pitched investment and insurance products, converted leads to sales consistently and maintained CRM records and follow-ups.
Mutual Fund Intern
Tata Mutual Fund
Jan 2023 - Mar 2023 (2 months)
Supported investment team with research on diversification and asset allocation, participated in strategy discussions, and assisted with compliance and fund-related projects.
Education
Degrees, certifications, and relevant coursework
RURashtrasant Tukadoji Maharaj Nagpur University
Master of Business Administration, Finance and Human Resource
Completed an MBA with specialization in Finance and Human Resource, covering finance, HR principles, and applied business practices.
Atlantacolleget of Commerce, Nagpur
Bachelor of Commerce, Commerce
Grade: 77%
Completed Bachelor of Commerce with focus on commerce subjects and financial fundamentals, attaining 77% aggregate.
Jijamata Junior College, Khapa
Higher Secondary Certificate, Higher Secondary
Grade: 67%
Completed Higher Secondary Certificate (HSC) with 67% focusing on general academic subjects.
St. Joseph's Convent High School, Kamptee
Secondary School Certificate, Secondary Education
Grade: 65%
Completed Secondary School Certificate with 65% covering foundational secondary education.
NNNational Institute of Securities Markets (NISM)
NISM Certification, Securities Markets
Certified in NISM Series V (or equivalent) pertaining to securities market operations and compliance.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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