Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Fenil Modi

Financial Advisor & Marketing Management
San Diego,CA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.


Accomplished marketing skilled at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return.

Overview

7
7
years of professional experience
3
3
years of post-secondary education
2
2
Certificates
3
3
Languages

Work History

Financial Advisor

Modi_Investment
SURAT, Gujarat
04.2018 - 12.2021
  • Recruited, trained and mentored financial and support staff to generate ideas, share knowledge and commit to building successful company.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Insurance Sales Agent

Modi_Investment
Surat, Gujarat
04.2018 - 12.2021
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Education

Bachelor of Commerce - Commerce

Sir K.P. Commerce College
Athwalines, Surat
04.2016 - 04.2019

Skills

    Investment planning

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Certification

NSE MANAGEMENT AND DEVELOPMENT PROGRAME

Timeline

NISM MUTUAL FUND DISTRIBUTION CERTIFICATE

06-2020

NSE MANAGEMENT AND DEVELOPMENT PROGRAME

04-2020

Financial Advisor

Modi_Investment
04.2018 - 12.2021

Insurance Sales Agent

Modi_Investment
04.2018 - 12.2021

Bachelor of Commerce - Commerce

Sir K.P. Commerce College
04.2016 - 04.2019

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Fenil ModiFinancial Advisor & Marketing Management