financial advisory Search Results
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Nikhil G Gohil
Service Manager with extensive experience at IIFL Capital Services Ltd., specializing in client relationship management and revenue generation. Demons... View More
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Certifications
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.
- NISM Series V A: Mutual Fund Distributors Certification Examination.
Dhananjay Kalbhut
Dynamic Senior Relationship Manager skilled in client engagement, CRM systems, and customer retention strategies. Proven track record of enhancing cus... View More
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Certifications
- auto engineering technician
Joyson Hanse
Making the store into commercial space for shopping. Ensuring better Google review for the store. Diverse roles under one Umbrella Promoted t... View More
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Certifications
- New Manager: The Basics and More of Being a Great Leader (Oct 2021)
- Leadership, Entrepreneurship, and Management for the 21st Century from Udemy, San Francisco (November 20, 2019)
- Public Speaking Masterclass for every occasion, from Udemy, San Francisco, December 21, 2019
Junaid Khan
Accomplished Investment Fund Manager with extensive expertise in portfolio management and asset allocation. Proven track record in risk assessment and... View More
Top Skills
Certifications
- Certificate in Technical Support Fundamentals
- Canadian Investment Funds Course
- CCNA
Chee Keong Khaw
Meticulous and experienced financial professional with history of meeting company goals utilising consistent and organised practices. Skilled in asset... View More
Top Skills
Certifications
- Insurance License - CMFAS M1B, M5, M9, M9A, HI, BCP, PGI
- LANGUAGES
- English: C2 Proficient
Jacob Wolf
Dynamic sales leader with a proven track record at Sternbergs CDJR, excelling in sales strategy development and team building. Achieved ambitious targ... View More
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Lukas Wetter
Versatile and client-focused professional with experience in customer relations, consultative sales, and communication across financial and retail env... View More
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JESSE JACO
As a dedicated Customer Service and Sales Professional with over 12 years of experience, I specialize in enhancing quality assurance frameworks and ma... View More
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Certifications
- General Lines Agent Life, Acc., Health & Health 10-15-2014 - 07-03-2017 Inactive
- SIE - Securities Industry EssentialsFeb 9, 2022 - Present,
- Series 7TO - General Securities Mar 18, 2022 - Present ,
CHANDAN KUMAR
Analytical and detail-oriented Business Analyst with a strong foundation in Business Administration and specialized training in Business Analytics. Pr... View More
Top Skills
Certifications
- SEBI ( NIMS )
- Level 3 Investor Certificatuon Examination
Gabriel Rodvien
Hardworking employee with a variety of skills and experience from previous positions in the banking and retail industries. Pursues opportunities to le... View More