Presently working with Motilal Oswal as Assistant Manager, I help clients to invest for their short-term and long-term financial goals, including paying for their children's education, and retirement. I also provide investment, tax, and insurance advice, equities, and creating wealth. I spend much of my time in researching and analyzing investment opportunities and meeting with new clients and existing potential clients to go over investment strategies.Previously, I had worked with Medusind solutions for 21 months. I am good at communication. My greatest strength is that I easily get adapted to the changing environment.
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Business ManagerVirtual Sky It Services Llp Dec 2021 - PresentNewark, New Jersey, United StatesInternational Business Manager - Look for clients in the US that needs services such as SEO, Digital Marketing, Mobile Application and Staffing Services. -
Hni ManagerMotilal Oswal Financial Services Ltd Jun 2019 - Mar 2021Presently working with Motilal Oswal as a HNI-Asistant Manager, I help clients to create wealth by suggesting the best investment opportunities like PMS, AIF, NCD & BONDS.I spend much of my time in researching and analyzing best investment opportunities for my clients. I meet new clients and existing clients to cross sell new investment product. -
Senior Relationship ManagerIcici Securities May 2018 - Jun 2019ChandkhedaBeing a financial advisor I display evidence of the following:• Providing strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)• Assessing client’s overall financial picture, understand their needs and develop a solid financial plan• Guiding clients towards a profitable and secure financial decision• Cultivating client base and build win-win relationships• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas• Keeping abreast of new industry’s trends and research market to back up financial consulting• Oversee the course of the financial plan and update it, if necessary, to ensure profits• Complying with all industry rules and regulations -
Customer Service ExecutiveMedusind Feb 2016 - Nov 2017Ahmedabad, Gujarat, IndiaHave won 3 Star Performer and 1 Bright Spark award during my journey with Medusind.
Nirav Patel Education Details
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Gujarat Technological UniversityMechanical Engineering -
Seventh Day Adventist Higher Secondary School
Frequently Asked Questions about Nirav Patel
What company does Nirav Patel work for?
Nirav Patel works for Virtual Sky It Services Llp
What is Nirav Patel's role at the current company?
Nirav Patel's current role is Business Manager at Virtual Sky.
What schools did Nirav Patel attend?
Nirav Patel attended N.r. Institute Of Business Management (Gls-Mba)(Sfi)-Ahmedabad 735, Gujarat Technological University, Seventh Day Adventist Higher Secondary School.
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