VIMAL SOLANKI

Operations Associate

Mumbai, Maharashtra, India10 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Educated over 50K people on smart money decisions
  • Expert in simplifying complex financial topics
  • Proven track record in wealth management and financial planning
Stackforce AI infers this person is a Fintech expert specializing in financial advisory and digital marketing.

Contact

Skills

Core Skills

Financial ServicesInsurance PlanningWealth ManagementMutual FundsHealth Insurance AdvisoryContent StrategyFinanceFinancial PlanningClient AcquisitionSales ManagementLead GenerationDigital MarketingService DeliveryQuality ManagementRetail ManagementCustomer Service

Other Skills

Financial AdvisoryInsurance BrokerageInsurancePortfolio ManagementSystematic Investment PlanRisk ManagementGoal Based InvestingTrusted Business PartnerBusiness Partner SupportRisk AssessmentCoverage MappingClient EducationCustomer EducationClaim AssistanceTrust-based Sales Approach

About

I’m passionate about making personal finance and the stock market easy to understand for everyone. Since 2021, I’ve been sharing what I’ve learned on YouTube, breaking down complicated financial topics into simple, actionable advice. Based in Mumbai, I believe that financial freedom is possible for anyone—with the right guidance and knowledge. My goal is to help people make smarter investment decisions and feel more confident about their financial future. Whether you’re just starting your financial journey or looking for ways to grow your wealth, I’m here to simplify the process and make it more accessible. Beyond finance, I also offer a range of services that can help individuals and businesses succeed in the digital world: - Content Strategy: Helping you create a clear plan to connect with your audience. - Digital Marketing: Using online tools and strategies to grow your brand and reach more people. - Video Production: Bringing your story to life through engaging and creative videos. - Content Marketing: Sharing valuable content that keeps your audience interested and engaged. - Social Media Marketing: Growing your presence on platforms like Instagram and LinkedIn to build meaningful connections. - Ghostwriting: Creating content that reflects your voice and ideas, even if you’re not the one writing. - Brand Marketing: Strengthening your brand’s identity and presence across all platforms. - Financial Planning: Offering tailored advice to help you plan and secure your financial future. - Retirement Planning: Helping you prepare for a comfortable, stress-free retirement. - Budgeting: Guiding you on how to manage your finances effectively to maximize savings and investments. I’m here to make finance and digital growth not only easier but also more exciting. Let’s work together to achieve your financial goals and build a strong, impactful presence both online and in life.

Experience

Hdfc ergo general insurance

Insurance Financial Advisor

Jan 2026Present · 2 mos · Mumbai, Maharashtra, India · Hybrid

  • 💼 Helping individuals and families secure their financial future through customized health insurance solutions. I guide clients in choosing the right policies based on their life goals, income, and risk appetite, while ensuring hassle-free onboarding and long-term support.
Financial ServicesFinancial AdvisoryInsurance PlanningInsurance BrokerageInsurance

Prudent corporate advisory services ltd.

Business Partner

Oct 2025Present · 5 mos · Mumbai, Maharashtra, India · Hybrid

  • As a Mutual Fund Distributor associated with Prudent Corporate Advisory Services Ltd., I help individuals and families achieve their financial goals through smart, disciplined, and well-diversified investment strategies. My focus is on:
  • 🟢 Guiding clients in selecting the right mutual funds aligned with their risk profile, time horizon, and financial objectives.
  • 🟢 Providing investment solutions for wealth creation, retirement planning, tax-saving, and long-term financial security.
  • 🟢 Educating clients about SIPs, lump-sum investments, and asset allocation for sustainable growth.
  • 🟢 Building trust through transparent advisory and client-first approach.
  • This role allows me to combine financial expertise with personalized guidance, helping clients navigate the ever-changing investment landscape with confidence.
Mutual FundsWealth ManagementPortfolio ManagementSystematic Investment PlanRisk ManagementGoal Based Investing+2

Fundzbazar

Mutual Fund Distributor

Oct 2025Present · 5 mos · Mumbai, Maharashtra, India · Remote

Axis max life insurance limited

2 roles

Senior Life Insurance Advisor

Aug 2025Mar 2026 · 7 mos · Hybrid

  • I have recently collaborated with Axis Max Life Insurance as a Senior Life Insurance Advisor. 🌿
  • In today’s fast-paced world, financial security is no longer optional—it’s essential. Life is unpredictable, and having the right financial plan can make all the difference. That’s where I come in. My role is to guide individuals and families in securing their financial future through a range of solutions, including life insurance, savings plans, child education planning, and investment-linked policies (ULIPs).
  • Whether you’re just starting your career, planning to expand your family, or looking for ways to grow your wealth strategically, the right plan can help you achieve your goals without compromising on peace of mind. Many people delay planning because life feels uncertain—but ironically, that’s exactly why planning is so important.
  • With Axis Max Life, I get to offer solutions that are flexible, tailored, and aligned with your unique needs. From protecting your family’s future in case of unexpected events, to tax-efficient savings and long-term wealth creation, the options are designed to provide security and growth hand-in-hand.
  • I strongly believe that financial planning is not just about numbers—it’s about confidence, freedom, and choices. When you have a clear plan, you can focus on what matters most—your family, your dreams, and your journey ahead.
  • Don’t wait for the unexpected—secure your future today! 🙏
  • If you’re looking for guidance on life insurance, child education planning, ULIPs, or savings plans, feel free to reach out. I’ll be happy to understand your needs and suggest the solutions that best suit you.
Insurance Needs AnalysisClient Relationship ManagementFinancial PlanningSales EnablementProduct KnowledgeFinancial Services+2

Former Life Insurance Advisor

Apr 2025Jul 2025 · 3 mos · Hybrid

  • 💼 Helping individuals and families secure their financial future through customized life insurance solutions. I guide clients in choosing the right policies based on their life goals, income, and risk appetite, while ensuring hassle-free onboarding and long-term support.
Insurance Needs AnalysisClient Relationship ManagementFinancial PlanningSales EnablementProduct KnowledgeFinancial Services+1

Niva bupa health insurance

Insurance Financial Advisor

Apr 2025Present · 11 mos · Mumbai, Maharashtra, India · Remote

  • 💼 Helping individuals and families secure their financial future through customized health insurance solutions. I guide clients in choosing the right policies based on their life goals, income, and risk appetite, while ensuring hassle-free onboarding and long-term support.
Health Insurance AdvisoryRisk AssessmentCoverage MappingClient EducationCustomer EducationClaim Assistance+5

Upstox

Associate Partner

Jun 2021Apr 2025 · 3 yrs 10 mos · Mumbai, Maharashtra, India · Remote

New Client AcquisitionsDemat Account OnboardingSales Funnel ManagementPerformance Based MarketingCRM ToolsLead Tracking+2

Angel one

Digital Referral Associate

May 2021Dec 2024 · 3 yrs 7 mos · Mumbai, Maharashtra, India

Lead GenerationDigital OutreachDigital PromotionRetail Investor EducationAffiliate MarketingReferral Marketing+2

Youtube

Finance Content Creator

Apr 2021Present · 4 yrs 11 mos · Mumbai, Maharashtra, India · Remote

WritingSocial Media Content CreationInvestmentsContent StrategyEditingDigital Production+5

Instagram

Finance Content Creator

Apr 2021Present · 4 yrs 11 mos · Mumbai, Maharashtra, India

WritingSocial Media Content CreationInvestmentsEditingDigital ProductionFinance+5

Bhavani traders

3 roles

General Manager

Promoted

Aug 2018Sep 2022 · 4 yrs 1 mo · Mumbai, Maharashtra, India · On-site

Service DeliveryAnalytical SkillsPrivate SecurityQuality ManagementFire Service

Retail Sales Manager

Promoted

Jun 2016Jul 2018 · 2 yrs 1 mo · Mumbai, Maharashtra, India · On-site

National RetailStore ManagementDigital MarketingRetail OperationsRetailRetail Management

Store Coordinator

May 2015May 2016 · 1 yr · Mumbai, Maharashtra, India · On-site

Customer ServiceStore ManagementRetailStore SystemsTeam CoordinationRetail Management

Education

FinX Institute Limited ( Formerly BSE Institute Limited)

Certification Course in Investment Banking Operations — Investment Banking Operations

Jan 2018Jan 2018

Institute of Distance and Open Learning, Mumbai University

Master's Degree in Commerce — Accounting

Jan 2018Jan 2020

Chetana College

Bachelor’s Degree in Commerce — Accounting and Finance

Jan 2015Jan 2018

L S Raheja College of Arts and Commerce

HSC Commerce — Commerce

Jan 2013Jan 2015

Podar International School, Mumbai

High School — School

Jan 2011Jan 2013

Stackforce found 100+ more professionals with Financial Services & Insurance Planning

Explore similar profiles based on matching skills and experience