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Divanshi Pal is listed as Mutual Fund Executive at Frontline Securities Limited - India, a with 5 employees, based in Delhi, India. AeroLeads shows a matched LinkedIn profile for Divanshi Pal.
Divanshi Pal previously worked as Senior Executive Sales Support at Wc Securities Pvt. Ltd (Previously Known As Wealthcare Securities Pvt Ltd.) and Operations Executive at Wealthcare Securities Pvt. Ltd.. Divanshi Pal holds B.Com Honours, Business/Commerce, General from Delhi University.
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Currently I am working as a Mutual Fund Executive, with more than 3 years' experience in financial Services. Having spent the 3 years in conducting secondary research and structuring information gathered on various financial products and provide professional recommendations on investment opportunities, products and services based on each client’s individual needs. Skilled in customer service, Microsoft Word, Financial Services, and Microsoft Office.
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Noida, Uttar Pradesh, India
•Recommending and advising mutual fund for HNI clients•Managing client's mutual fund portfolio•Arranging to buy and sell mutual funds for clients•Provide advice on liquidity requirements •Advise and renewals of clients Systematic Investment Plan•Provide support and service to client
Delhi, India
• Conduct secondary research on financial products and preparing reports for the same• Making insurance quotations, investment proposals and portfolio reviews for HNI clients • Development and implementation of fund investment policies or strategies.• Investigating market changes and devising approaches to take advantage of emerging opportunities.• Maintaining close watch on financial and operational performance of different funds and making proactive adjustments to keep… Show more • Conduct secondary research on financial products and preparing reports for the same• Making insurance quotations, investment proposals and portfolio reviews for HNI clients • Development and implementation of fund investment policies or strategies.• Investigating market changes and devising approaches to take advantage of emerging opportunities.• Maintaining close watch on financial and operational performance of different funds and making proactive adjustments to keep portfolios in conformance with plans.• Completing paperwork, recognizing discrepancies and promptly addressing for resolution.• Creating spreadsheets using Microsoft excel for daily, weekly and monthly reporting.• Actively addressing and resolving customer’s concerns and escalating major issues to supervisor Show less
New Delhi, Delhi, India
• Worked as an Backoffice intern where I utilized excel to migrate and organize data from various sources, handling documentation, mailing and other duties assigned by the Team Leader.• Resolving inquiries and queries from customers by providing a thorough and speedy resolution via mails and calls.• Follow ups from multiple AMCs regarding customer queries.• Performing basic admin duties including printing, sending emails• Participating in implementation or improvement of… Show more • Worked as an Backoffice intern where I utilized excel to migrate and organize data from various sources, handling documentation, mailing and other duties assigned by the Team Leader.• Resolving inquiries and queries from customers by providing a thorough and speedy resolution via mails and calls.• Follow ups from multiple AMCs regarding customer queries.• Performing basic admin duties including printing, sending emails• Participating in implementation or improvement of initiatives associated with customer service.• Ensuring satisfaction of customer needs to the best possible way Show less
Other employees you can reach at fslindia.com. View company contacts for 5 employees →
Akshay Kumar
Colleague at Frontline Securities Limited - IndiaDelhi, India
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Narendra Kumar
Colleague at Frontline Securities Limited - IndiaNoida, Uttar Pradesh, India
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Ujjwal Das
Colleague at Frontline Securities Limited - IndiaDelhi, India
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Shashikala Bisht
Colleague at Frontline Securities Limited - IndiaNoida, Uttar Pradesh, India
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Vibhuti Jain
Colleague at Frontline Securities Limited - IndiaDelhi, India
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C.A Anil Kataria
Colleague at Frontline Securities Limited - IndiaDelhi, India
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Quick answers generated from the profile data available on this page.
Divanshi Pal works for Frontline Securities Limited - India.
Divanshi Pal is listed as Mutual Fund Executive at Frontline Securities Limited - India.
Divanshi Pal is based in Delhi, India while working with Frontline Securities Limited - India.
Divanshi Pal has worked for Frontline Securities Limited - India, Wc Securities Pvt. Ltd (Previously Known As Wealthcare Securities Pvt Ltd.), and Wealthcare Securities Pvt. Ltd..
Divanshi Pal's colleagues at Frontline Securities Limited - India include Akshay Kumar, Narendra Kumar, Ujjwal Das, Shashikala Bisht, and Vibhuti Jain.
You can use AeroLeads to view verified contact signals for Divanshi Pal at Frontline Securities Limited - India, including work email, phone, and LinkedIn data when available.
Divanshi Pal holds B.Com Honours, Business/Commerce, General from Delhi University.
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