Kaustubh Meliwal

I have 7 plus years of experience in the financial industry in which I have worked on different proficiency levels within Operations and Client Relation departments. This experience was well supported by my knowledge in this field which helped me understand various products, and services within the industry and to grow in my career path. Moreover, the combination of knowledge, experience, and skills has enabled me to understand my clients' needs and cater to them in the most appropriate way, helping to develop relationships, foster business growth, and participate in process improvements for better results.All these years of working with various clients and experienced professionals in renowned companies have significantly shaped my mindset, personality, and outlook on adaptability, deep understanding of client needs, prioritizing their satisfaction, and developing a solution oriented approach. My strong desire to push for higher results, patience in understanding client needs, openness to new learnings, courage to challenge myself at each step, and leadership qualities to work independently have greatly benefited both me and my team in achieving new benchmarks. These efforts have led to recognition on multiple occasionsI'm passionate about advancing my career in Wealth Management and Investments, with a particular interest in roles that allow me to work closely with clients to deepen my skills in client engagement, understanding investment strategies, and financial products. Initially, I am open to roles that support Advisors or Financial Services, where I can expand my skill set and gain experience. This will help me achieve my long term goal of becoming a trusted financial advisor, assisting clients in achieving their financial objectives and enhancing their overall experience.