Vini Chawla

Background

About Vini Chawla

An astute Financial Service Professional with proven expertise in prortfolio management, customer experience, relationship management, leadership, AML Compliance framework, project management,sales & marketing with over 6 years of experience delivering holistic financial solutions to High Net Worth Individuals and Institutions. Recipient of Consecutive Quarterly Awards registering a YTD Sales revenue of 300%. Extensive experience working on Product Portfolios comprising Stocks, MF, PMS, AIF, Corporate Salary, Fixed Income Instruments, All types of Loan Products, Cash Management Services, Credit Cards, Payment Solutions, and General/Life Insurance. A proven track record of Leadership and Management Skills with a commitment to deliver value and holistic solutions with utmost integrity. I am always amazed by how technologies change this world so it is only fair that learning remains constant, This is what motivated me to acquire new skills which led me to undergo training in CSI- Investment Funds In Canada Certification, Certified Scrum Master, Agile Product Owner, and Business Analysis Fundamentals.