Jyoti Godara CFP®

Co-Founder

Hisar, Haryana, India12 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Over 14 years in the financial sector.
Expertise in financial education for Armed Forces personnel.
Certified Financial Planner with strategic guidance skills.

Stackforce AI infers this person is a Fintech expert specializing in financial education and planning for the Armed Forces community.

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Skills

Core Skills

Financial EducationFinancial PlanningBusiness DevelopmentBusiness Relationship Management

Other Skills

Microsoft ExcelPortfolio ManagementStrategic GuidanceCustomer Relationship Management (CRM)Risk AssessmentGoal Based Financial PlanningAnalysisMicrosoft OfficeManagementMarket ResearchTeam ManagementSalesFinancial Analysis

About

I am dedicated to empowering Armed Forces personnel and their families through tailored financial education and planning. With over six years leading this initiative, we address unique challenges such as frequent relocations, early retirements, and life transitions by providing structured financial education, personalized planning, and strategic guidance to foster financial security. With over 14 years of experience in the financial sector and expertise in customer relationship management, business relationship management, and risk assessment, my work is rooted in a commitment to educate and support individuals in achieving financial independence. As a Certified Financial Planner (CFP), my approach is deeply influenced by my understanding of the needs of the Armed Forces community, ensuring their financial stability through informed and confident decision-making.

Experience

Sainik dhan rakshak financial education and planning initiatives

2 roles

Co-Founder

Dec 2019 – Present · 6 yrs 4 mos

At Sainik Dhan Rakshak, we are dedicated to empowering Armed Forces personnel and their families by addressing their unique financial challenges and helping them make informed, confident financial decisions.
We understand that the life of a soldier involves distinctive financial complexities — from frequent relocations and deployments to early retirements and transitions to civilian life. Our mission is to provide comprehensive financial education, personalized planning, and strategic guidance to ensure lasting financial stability and security for those who serve the nation.
Through structured awareness programs, one-on-one financial counselling, and goal-based financial planning, we assist defence personnel in effectively managing savings, investments, and retirement planning. Our initiatives aim to cultivate financial discipline, independence, and long-term wealth creation within the defence community.
At Sainik Dhan Rakshak, we take pride in continuing the spirit of service — by safeguarding the financial well-being of those who safeguard our nation.

Microsoft ExcelPortfolio ManagementFinancial EducationFinancial Planning

Co-Founder

Dec 2019 – Present · 6 yrs 4 mos

Business DevelopmentFinancial Education

Axis mutual fund

Branch Manager

Sep 2016 – Aug 2019 · 2 yrs 11 mos · Jodhpur, Rajasthan, India · On-site

As the Branch Manager at Axis AMC, I was responsible for driving business development and managing operations across the Jodhpur region. My role primarily focused on strengthening relationships with individual financial advisors (IFAs) and supporting them through tailored financial education initiatives.
Key Responsibilities:
Led the overall business development of Axis AMC in the Jodhpur territory through strategic planning and continuous engagement with partners.
Educated and trained Individual Financial Advisors (IFAs) on mutual fund products, aligning sessions with their specific needs, experience levels, and client profiles.
Conducted awareness and knowledge sessions to enhance financial literacy and promote responsible investment practices.
Ensured consistent growth in AUM (Assets Under Management) by fostering strong advisor relationships and delivering effective business communication.
Managed end-to-end branch operations, including sales performance, team coordination, and client servicing excellence.
Key Achievements:
Successfully strengthened Axis AMC’s footprint in the Jodhpur region through proactive advisor engagement and education.
Recognized for maintaining strong business growth through effective communication, advisor training, and relationship management.

Business DevelopmentBusiness Relationship Management

Deutsche asset management

Relationship Manager – Corporate Accounts Deutsche Mutual Fund | Delhi NCR, India

Apr 2012 – Jul 2015 · 3 yrs 3 mos · New Delhi Area, India · On-site

As a Relationship Manager at Deutsche Mutual Fund, I was responsible for managing and developing corporate relationships across Delhi NCR, catering to clients ranging from SMEs to large-scale enterprises. My role focused on understanding the financial objectives of corporate clients and providing tailored investment solutions through Deutsche’s debt-oriented mutual fund offerings.
Key Responsibilities:
Managed and expanded relationships with corporate clients across Delhi NCR, including SMEs, mid-sized, and large corporations.
Engaged directly with key financial decision-makers and promoters to understand their investment goals and offer suitable debt mutual fund solutions.
Pitched and guided corporate clients on Deutsche Mutual Fund products to support effective treasury and investment management.
Handled promoter investments and ensured alignment with overall financial strategies and compliance standards.
Strengthened client relationships through regular follow-ups, trust-building, and proactive service.
Key Achievements:
Built a strong network of corporate clients and promoters, enhancing Deutsche Mutual Fund’s presence in the institutional investment space.
Successfully contributed to business growth by developing deep, trust-based relationships with corporate decision-makers.
The role offered valuable exposure to high-level corporate interactions and contributed significantly to my professional and personal growth.