investment advisory Search Results
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Results-driven banking professional with over 5 years of experience in Customer Relationship management and financial advisory. Proven track record as... View More
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Certifications
- IRDA (Insurance Regulatory and Development Authority) Certified
- AMFI (Association of Mutual Funds in India) Registered Mutual Fund Distributor
- PMS (Portfolio Management Services) Certified
Experienced Relationship and Wealth Management professional specializing in High Net Worth Individual (HNI) portfolios within Preferred and Priority B... View More
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Certifications
- Mutual Fund NISM
- IRDA
Finance professional with 5+ years of experience in the securities market, specializing in equity, derivatives, and portfolio management. Proven exper... View More
Top Skills
Certifications
- - NISM-Series-VIII: Equity Derivatives (Certified)
- - NISM-Series-XV: Research Analyst (Certified)
- - NISM-Series-V-A: Mutual Fund Distributor (Certified)
Experienced with customer relationship management, financial advising, and risk assessment. Utilizes in-depth knowledge of banking regulations and pro... View More
Top Skills
Certifications
- Series 6
- Series 63
- Series 65
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-... View More
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Certifications
- Canadian Securities Course (CSC)
- HubSpot CRM
- Advanced Excel
Results-driven professional with over four years of experience in customer service, alongside hands-on experience in warehouse operations and manageme... View More
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Wealth Management Advisor delivering comprehensive financial planning and investment advisory services within a core advisory program. Strong producti... View More
Top Skills
Certifications
- FINRA Series 7 License
- FINRA Series 66 License
-Accuracy-focused banking professional experienced in cash handling, transaction management and fraud prevention. -Promotion of bank products and ser... View More
Top Skills
Certifications
- -SIE Certified
Excelling in portfolio management and investment advisory. Proven track record Highly-motivated employee with a desire to take on new challenges. Stro... View More
Top Skills
Certifications
- IRDA
- AMFI
Results-driven finance professional with nearly 20 years of experience across diverse business domains, including structured and corporate finance, pr... View More


