Dhawal Bhanushali Email and Phone Number

As an ambitious and detail-oriented finance professional, I hold a degree in Finance from the University of Mumbai. My career trajectory reflects a deep-rooted passion for finance, which I have channelled into various impactful roles within the industry.Currently, I am an Advisor at Sharekhan Ltd by BNP Paribas in Vapi, Gujarat. In this role, I provide comprehensive financial advisory services to clients, focusing on investment strategies and portfolio management. My key responsibilities include:Dealing: Execute buy and sell orders for clients, ensuring timely and accurate transactions. Monitor market movements and adjust strategies to capitalise on emerging opportunities. Conduct thorough market research and analysis to stay abreast of financial trends, economic indicators, and investment opportunities. Use insights to inform client recommendations and trading strategiesClient Consultation: Engaging with clients to understand their financial goals, risk tolerance, and investment preferences.Investment Advisory: Offering tailored investment recommendations based on thorough market analysis and individual client profiles.Portfolio Management: Assisting clients in managing and optimizing their investment portfolios to align with their financial objectives.Product Knowledge: Educating clients about Sharekhan’s financial products and services, including equities, mutual funds, and structured products.Relationship Management: Building and maintaining strong client relationships through regular communication and personalized service.Previously, I served as a Relationship Manager in the Retail Branch Banking Group at ICICI Bank, where I managed a broad spectrum of banking services, including accounts, loans, deposits, and mortgages. My role involved nurturing client relationships, resolving issues, and facilitating a seamless banking experience for both new and existing customers.My career began at Atos Syntel as an Associate KPO, where I was responsible for setting up funds and SWIFT notifications to ensure smooth and accurate trade flows. My exceptional performance in this role was recognized with the "Titan of the Month" and "SPOT" Award for outstanding productivity and timely task completion.Driven by strong analytical skills and a commitment to excellence, I am also pursuing specialization as an Equity Research Analyst to deepen my expertise and contribute more effectively to the finance sector.Feel free to connect with me to discuss financial strategies, investment opportunities, or potential collaborations.