Prithvi Shetty
ID: CCE418697
Prithvi Shetty
ID: CCE418697
- Maharashtra, India
Prithvi Shetty
ID: CCE418697
About Prithvi Shetty
We specialize in managing the full investment lifecycle for individual and corporate clients, with a focus on savings, investments, and mutual funds. Our comprehensive approach—from initial system setup to the final sale of investments—ensures a seamless, efficient experience. Committed to clarity and precision, we guide clients confidently through every stage of their investment journey. Our expertise also extends to a broad range of products, including ISA, GISA, JISA, COFSIPP, and SIPP, delivering tailored solutions that meet diverse financial goals.
Employment History
Atos syntelInvite company
18th Mar 2022 to 3rd Mar 2025
Associate
18th Mar 2022 to 3rd Mar 2025
Salary Package
Salary Hidden
Roles & Responsibility
We specialize in managing the full investment lifecycle for individual and corporate clients, with a focus on savings, investments, and mutual funds. Our comprehensive approach—from initial system setup to the final sale of investments—ensures a seamless, efficient experience. Committed to clarity and precision, we guide clients confidently through every stage of their investment journey. Our expertise also extends to a broad range of products, including ISA, GISA, JISA, COFSIPP, and SIPP, delivering tailored solutions that meet diverse financial goals.
Skills
- - Excellent oral & written communication skills. - High degree of proficiency in basic computer applications (i.e. Windows, Word, Excel, Outlook, etc.) - Ability to learn and adapt to multiple internal applications & tools. - Strong analytical and independent problem-solving skills. - Team Player - Able to clearly communicate network issues and the status of efforts to resolve problems
Verification Pending
Education
B.com Banking and insurance
(Highest)University of Mumbai
15th Jun 2019 to 30th Oct 2020
HSC
Maharashtra State Board of Secondary and Higher Secondary Education
15th Jun 2016 to 15th Feb 2017
SSC
Maharashtra State Board of Secondary and Higher Secondary Education
16th Jun 2014 to 16th Mar 2015
Lingo
English
Verbal
4/5
Written
4/5
English, HINDI
Verbal
4/5
Written
4/5
Hindi
Verbal
4/5
Written
4/5
Kannada
Verbal
5/5
Written
2/5
