Sheetal Joshi Email & Phone Number
Vice President @ Unifi Capital Pvt Ltd.
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Sheetal Joshi Location
- Mumbai, MH, IN
Sheetal Joshi Work
- Vice President @ (August 2022 - Present)
- Founder @ SPJ FinServ (April 2020 - August 2022)
- Business Development Manager - West Zone Alternate Investments - Sales @ (August 2015 - April 2020)
- Client Management - Portfolio Management Service @ (April 2010 - August 2015)
- PMS Sales @ (September 2007 - March 2010)
- Financial Advisor @ Citi Wealth Advisors India Pvt. Ltd.(Citi Smithbarney) (October 2006 - August 2007)
- Relationship Manager @ (August 2005 - October 2006)
- Head – Mutual Funds and Sr. Manager – Wealth Management Group @ Parag Parikh Financial Advisory Services Ltd (February 2001 - August 2005)
- General Manager @ Green Bell Food Products (April 2000 - January 2001)
Sheetal Joshi Education
- Tolani Institute of Mgmt. Studies, Adipur-Kutch(Gujarat)
PGDBM (Finance and Financial Management Services)
1998-2000 - The Maharaja Sayajirao University of Baroda
Bachelor of Commerce (B.Com.) (Accounting and Finance)
1997 - Goverment Polytechnic Colleage, Bhuj-Kutch (Gujarat)
Diploma In Commercial Practice (Commerce)
1995
Sheetal Joshi Skills
- Banking
- Business Development
- Business Process Improvement
- Capital Markets
- Client Relations Skills
- Due Diligence
- Equities
- Finance
- Financial Planning
- Financial Services
- Fixed Income
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Project Management
- Relationship Management
- Sales
- Strategic Financial Planning
- Structured Products
- Wealth Management
- client communication
- customer focus
- risk profiling
- Marketing
- Leadership
- Management
Sheetal Joshi Summary
- Sheetal Joshi, based in Mumbai, MH, IN, is currently a Vice President at Unifi Capital Pvt Ltd.. Sheetal Joshi brings experience from previous roles at SPJ FinServ and Birla Sun Life Asset Management Company Limited (BSLAMC). Sheetal Joshi holds a 1998 - 2000 PGDBM in Finance and Financial Management Services @ Tolani Institute of Mgmt. Studies, Adipur-Kutch(Gujarat). With a robust skill set that includes Banking, Business Development, Business Process Improvement, Capital Markets, Client Relations Skills and more. Sheetal Joshi has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Unifi Capital Pvt Ltd. Employees
Sarath Reddy
Founder and CIO
Chennai, TN, IN
Maran Govindasamy
Executive Director
Chennai, TN, IN
Narendranath K
Executive Director
Chennai, TN, IN
Sheetal Joshi
Vice President
Mumbai, MH, IN
Vijay Goudar
Associate Vice President
Mumbai, MH, IN
Harshawardhan Agarwal
Vice President
Delhi, DL, IN
Nisha Kakran
Vice President
Mumbai, MH, IN
Balaji Thiyagarajan
Senior Brand Manager
Chennai, TN, IN
Rahul Joshi
Manager
Chennai, TN, IN
Gunasekaran M
IT Manager
Chennai, TN, IN
Minal Malpani
Vice President
Mumbai, MH, IN
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