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Jyoti Tanti

Client Growth Manager - Senior

Findola Capital Services Pvt. Ltd.
Corporate Branch
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About Me

I am Jyoti Tanti, a Client Growth Manager at Findola, with a strong focus on discipline, clarity, and continuous growth. A graduate from Raiganj University, I believe in using time productively and making meaningful progress in both personal and professional life. I prefer a structured and independent work approach, which helps me stay focused on delivering clear, practical financial guidance. My mindset is simple—stay consistent, stay disciplined, and keep growing.

My Professional Credibility

  • Trained in personal finance and mutual fund advisory
  • Experience in guiding clients with practical, goal-based investment planning
  • Worked with clients across different financial needs and stages (add number if available)
  • Aligned with Findola’s financial education and client growth initiatives

My Purpose in Organization

As a Client Growth Manager at Findola, my purpose is to guide individuals towards informed and disciplined investing. I focus on ensuring that every client understands their financial decisions before taking action, building a strong foundation for long-term wealth creation.

My Contribution to Client Success

I help clients gain clarity about their financial situation and guide them with practical, goal-based investment strategies. My approach ensures that clients invest with confidence, avoid unnecessary risks, and stay consistent on their financial journey.

My Role in Company Growth

I contribute to Findola’s growth by building trust-driven client relationships, promoting financial awareness, and helping more individuals adopt disciplined investing through education and continuous support.

Professional Snapshot

I am Jyoti Tanti, a Client Growth Manager at Findola, with a strong focus on personal finance and mutual fund advisory. I believe in a “First Learn, Then Invest” approach, ensuring that every client makes informed and meaningful financial decisions. My work revolves around simplifying investing, guiding clients across different financial stages, and helping them build long-term wealth through discipline and clarity.

What Can I Do for You

Work Approach:

I follow a clear and structured approach—understanding the client first, then guiding them with suitable and relevant financial solutions. My focus is always on clarity, simplicity, and long-term value creation.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard
Query Resolution Efficiency - 96% On-Time
96%
Client Retention Rate - 98%
98%
First Response Time - 89% Within 30 Minutes
89%
Client Satisfaction Score - 4.9/5 (~%)
98%
Portfolio Review Coverage - 84% Clients Coverted
84%
Client Goal Achievement Tracking - 79% on Track
79%
My Growth performance Dashboard
Behavioural Guidance Effectiveness - 92% Clients Stay invested
92%
Transaction Support Accuracy - 100% Error-Free processing
100%
Client Query Closure TAT - 87% within 24 Hours
87%
My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience
  • 5+ Years
Industry Experience
  • Mutual Funds
  • Personal Finance
  • Industry Experience
Key Skills
  • SIP Planning
  • Portfolio Guidance
  • Goal-Based Investment Strategy
  • Risk Assessment
Tools Using
  • CRM Systems
  • Findola App

Education & Certifications

Qualification:Graduate, Raiganj University

Certifications: AMFI ARN Certified – NISM Series V-A (Mutual Fund Distributors)

Learning Focus (optional)
Continuously upgrading knowledge in personal finance, investment planning, and wealth creation strategies.

Work Principles

  • Maintain transparency and honesty in every client interaction
  • Focus on long-term value creation over short-term gains
  • Stay disciplined and consistent in execution

Approach Towards Clients:Client-first approach with a strong emphasis on understanding financial goals, risk appetite, and individual needs before recommending any investment.

Growth Mindset / Target Approach: Focused on continuous improvement, achieving targets through ethical practices, and expanding the client base through trust and referrals.

Personal Side

Hobbies
  • Cooking
  • Listening to music
  • Dancing
Interests / Likes
  • Personal finance
  • Self-growth
  • Learning new skills
Personality Traits
  • Focused
  • Disciplined
  • Independent thinker

Vision & Goals

Career Goals:To become a trusted financial guide and help individuals build a strong financial future through disciplined investing.

Skill Development Goals:To continuously enhance knowledge in financial planning, client behavior, and investment strategies.

Long-Term Vision:To contribute towards creating a financially aware and confident investor community.

Declaration

  • To provide clear, honest, and practical financial guidance tailored to individual needs.
  • To contribute to Findola’s growth by maintaining high standards of professionalism and client satisfaction.
  • To always prioritize ethical conduct, transparency, and client interest in every interaction.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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