Yashika Thakkar

Recruiter

Mumbai, Maharashtra, India3 yrs 1 mo experience

Key Highlights

Proven track record in financial advisory.
Strong expertise in customer relationship management.
Skilled in strategic investment planning.

Stackforce AI infers this person is a Fintech professional with strong skills in client relationship management and financial advisory.

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Skills

Core Skills

Customer Relationship Management (crm)Financial Advisory

Other Skills

Business Development SupportCommunicationCross-SellingCross-functional Team LeadershipCustomer ServiceMarketingMicrosoft ExcelSales ManagementStrategic Business DevelopmentTeam Management

Experience

Prudential plc

Talent Acquisition intern

Mar 2025 – Present · 1 yr · Mumbai, Maharashtra, India

Reliance securities (reliance money) limited

Human Resources Intern

Nov 2024 – Feb 2025 · 3 mos · On-site

Motilal oswal financial services ltd

Relationship Manager

May 2023 – Aug 2024 · 1 yr 3 mos · Mumbai, Maharashtra, India · On-site

As a Relationship Manager at Motilal Oswal, I specialize in guiding clients to achieve their financial goals through strategic investment planning. I focus on building lasting relationships, offering insights on equity, mutual funds, and other investment options. By understanding each client’s unique needs, I help them make informed decisions, leveraging a strong foundation in CRM and cross-selling. Driven by a commitment to growth and trust, I aim to deliver results that align with each client’s financial aspirations.

Customer Relationship Management (CRM)Financial AdvisoryCommunicationSales ManagementMicrosoft ExcelTeam Management+2