Sheetal Joshi Email & Phone Number
Vice President @ Unifi Capital Pvt Ltd.
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Sheetal Joshi Location
- Mumbai, MH, IN
Sheetal Joshi Work
- 2022 -now Vice President @
- 2020 -2022 Founder @ SPJ FinServ
- 2015 -2020 Business Development Manager - West Zone Alternate Investments - Sales @
- 2010 -2015 Client Management - Portfolio Management Service @
- 2007 -2010 PMS Sales @
- 2006 -2007 Financial Advisor @ Citi Wealth Advisors India Pvt. Ltd.(Citi Smithbarney)
- 2005 -2006 Relationship Manager @
- 2001 -2005 Head – Mutual Funds and Sr. Manager – Wealth Management Group @ Parag Parikh Financial Advisory Services Ltd
- 2000 -2001 General Manager @ Green Bell Food Products
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)
- Goverment Polytechnic Colleage, Bhuj-Kutch (Gujarat)
Diploma In Commercial Practice (Commerce)
Sheetal Joshi Skills
- Financial Planning
- Business Development
- Project Management
- Wealth Management
- Portfolio Management
- Financial Services
- Investment Advisory
- Investments
- Business Process Improvement
- Structured Products
- Marketing
- Due Diligence
- Customer Focus
- Risk Profiling
- Banking
- Client Communication
- Leadership
- Management
- Fixed Income
- Capital Markets
- Mutual Funds
- Client Relations Skills
- Strategic Financial Planning
- Finance
- Sales
- Relationship Management
- Equities
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, Birla Sun Life Asset Management Company Limited (BSLAMC) and Birla Sun Life Asset Management Company Limited (BSLAMCL). 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 Financial Planning, Business Development, Project Management, Wealth Management, Portfolio Management and more. Sheetal Joshi has 1 emails and 3 mobile phone numbers on RocketReach.
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Others Named Sheetal Joshi
Sheetal Joshi
Senior Director
Pune, MH, IN
Sheetal Joshi
Vice President Customer Service
Pune, MH, IN
Sheetal Joshi
Vice President Human Resources
Austin, TX, US
Top Unifi Capital Pvt Ltd. Employees
Christopher Vinod
Co-Founder and CEO
Bengaluru, KA, IN
Sheetal Joshi
Vice President
Mumbai, MH, IN
Vijay Goudar
Associate Vice President
Mumbai, MH, IN
Sandeep Joshi
Investment Analyst - BFSI
Chennai, TN, IN
Harshawardhan Agarwal
Vice President
New Delhi, DL, IN
Jackson Payamel
Associate Director - Client Relations
Mumbai, MH, IN
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