OMPRAKASH SHAH

Boisar,Maharashtra

Summary

Customer-centric and detail-oriented finance professional with an MBA inLeadership Finance and NISM V certification. Experienced in client relationshipmanagement, financial services, investment advisory, and Demat accounthandling. Proven Fast Learner ability to provide seamless onboarding for clients,ensuring a smooth financial journey and strong customers .

Work history

Employment Relationship Manager

JM Financial Services Ltd

07 2024 - Current

Managed complete client onboarding and account journey
Assisted clients with investment options and Demat account processing
Built strong relationships to enhance business growth

Internship Trainer

Aadhaar Housing Finance

Mumbai

05 2023 - 07 2023

Supported senior finance team members to aid departmental productivity.
Liaised with auditors for successful annual audit completion.
Managed invoices and expense forms, reducing payment errors considerably.

Education

MBA - FINANCE

Mumbai University

Jun.2024

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VIVA College, Mumbai University

Jan.2022

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Tarapur Vidya Mandir School & Jr

Jan.2017

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Jan.2015

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August.8,/1999

Skills

Communication: Strong verbal and written communication skills to present financial data clearly

Problem-Solving: Ability to analyze situations and find practical solutions

Time Management: Managing multiple tasks and deadlines effectively

Timeline

Employment Relationship Manager

JM Financial Services Ltd

07 2024 - Current

Internship Trainer

Aadhaar Housing Finance

05 2023 - 07 2023

MBA - FINANCE

Mumbai University

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VIVA College, Mumbai University

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Tarapur Vidya Mandir School & Jr