Neha Mannase
Financial Services Consultant at CONNECT STOCKS FINANCIAL SERVICES PVT LTD | Nagpur, Maharashtra, India
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Neha Shivram Mannase is currently making significant strides as a Wealth Manager at Connect Stocks Financial Services Pvt Ltd in Nagpur, where she has been instrumental since August 2024. In her role, Neha excels at managing and nurturing client relationships, ensuring that each client receives personalized attention that fosters high levels of satisfaction and retention. Her proactive approach to client engagement is complemented by her ability to coordinate seamlessly with trading and sales teams, providing clients with timely updates and critical insights that empower them to make informed investment decisions.
Neha's expertise extends beyond relationship management; she plays a pivotal role in developing and implementing client training programs designed to educate clients on trading platforms and investment strategies. This initiative not only enhances client knowledge but also builds trust and confidence in the services provided by Connect Stocks. Her commitment to continuous improvement and client education reflects her strategic decision-making skills and her dedication to value creation within the financial services sector.
With a strong foundation in customer service, database analysis, and management of financial institutions, Neha is adept at navigating the complexities of the financial landscape. Her skills in time management and problem-solving further enhance her ability to deliver exceptional service, ensuring that client needs are met promptly and effectively. As she continues to grow in her role, Neha is poised to make a lasting impact in the wealth management industry, leveraging her soft skills and financial acumen to drive success for both her clients and her organization.
Financial Services Consultant at CONNECT STOCKS FINANCIAL SERVICES PVT LTD in August 2024 to Present
Accounts and Financial Consultant (CRM Integration ) at WAKKEL’S HAPPY HOMES in September 2022 to April 2024
Accounting profectional at SSE INFRAPROJECT PRIVATE LIMITED in April 2019 to April 2022
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Gurunanak institute of technology and management, Master of Business Administration - MBA, October 2026
G. S. College of Commerce & Economics, Nagpur (Autonomous), Bachelor's Degree, October 2026
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Mathematics
Investment Strategies
Portfolio Management
Customer Service Operations
Customer Support
Key Client Relationships
Microsoft Outlook
Microsoft PowerPoint
Financial Analysis
Financial Planning
Lead Generation
Interpersonal Skills
Business Analysis
Microsoft Excel
Investment Portfolios
Data Analysis
Market Research
Support Management
Wealth Management Services
Financial Reporting
Customer Service Representatives
Stock Market Analysis
Financial Audits
Team Management
Site Development
Banking
Bill Reconciliation
Database Analysis
Tenacious Work Ethic
Soft Skills Training
Teamwork
E-payments
Records Management
Return on Equity (ROE)
Commerce
Financial Management
Customer Service
Communication Processes
Business Education
Consumer Behavior
New Customer Acquisitions
Management of Financial Institutions
Planning
Inventory Accuracy
Customer Satisfaction
Business Requirements
Loans
Adaptive Leadership
Competitive Strategies
Managerial Finance
Feasibility Studies
Business Administration
Reference Checking
Data Import/export
Internal & External Investigations
Strategy
Bank Reconciliation
Financial Databases
Finance
Purchase Financing
CRM Software
Tax Preparation
Enterprise Relationship Management
Data Entry
Financial statement analysis, investment appraisal, risk management, data modeling.
Leadership
Time Management
Internal Controls
Problem Solving
Construction Loans
Office Administration
Account Management
Microsoft Office
Goods and Services Tax (GST)
Back Office Operations
Research Skills
Corporate Finance
Soft Skills
Management
Communication
Customer Relationship Management (CRM)
Financial Accounting
Motivational Interviewing
Tally ERP
Event Management
Analytical Skills
Personal Assistance
Training and Development (HR)
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What is Neha Mannase email address?
Email Neha Mannase at [email protected] and [email protected]. This email is the most updated Neha Mannase's email found in 2026.
How to contact Neha Mannase?
To contact Neha Mannase send an email to [email protected] or [email protected]. (updated on November 10, 2024)
What company does Neha Mannase work for?
Neha Mannase works for CONNECT STOCKS FINANCIAL SERVICES PVT LTD
What is Neha Mannase's role at CONNECT STOCKS FINANCIAL SERVICES PVT LTD?
Neha Mannase is Financial Services Consultant
What is Neha Mannase's Phone Number?
Neha Mannase's phone (**) *** *** 316
What industry does Neha Mannase work in?
Neha Mannase works in the Financial Services industry.
Neha Mannase Email Addresses
Neha Mannase Phone Numbers
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