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Dynamic financial leader with extensive experience at ICICI Bank Ltd, excelling in strategic planning and financial portfolio management. Proven track... View More
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Senior wealth management professional with over 10 years of experience in mutual funds, PMS, AIF, and bank wealth channels. Expertise in HNI/UHNI rela... View More
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Certifications
- 1.NISM VA – Mutual Fund Certification
- 2.Award in international wealth management from Moody's analytics - PGP Academy
- 3. Excel in MF Business
Dynamic financial leader with extensive experience at ICICI Bank Ltd, excelling in strategic planning and financial portfolio management. Proven track... View More
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Dynamic leader with a proven track record at Bajaj Capital, driving wealth management innovation and digital transformation. Expert in PMS distributio... View More
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Accomplished financial leader with a strong background at ICICI Bank Ltd, specializing in strategic planning and financial portfolio management. Demo... View More
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Dynamic Brand & PR-focused Business Development Executive with experience in international real estate markets (London & Dubai). Skilled in brand posi... View More
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Certifications
- Advanced Microsoft Excel
- Fundamentals of Digital Marketing
- Product Management (NPTEL)
Dynamic and result-oriented professional with 19 years of diverse experience in sales, wealth management, and financial services. Proven track record ... View More
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Certifications
- ING Most Valuable Advisor – ING Investments
- Qualified for Power Meet – Singapore (2012)
- Qualified for Amsterdam Calling – Life Insurance Contest (2010)
Results-driven BFSI Leader with 17 years of expertise in Direct Sales, Team Management, and HNI/UHNI portfolio growth. A strategic decision-maker and ... View More
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Accomplished and profit-driven Senior Sales & Wealth Management Leader with 18+ years of success in driving revenue growth, cultivating high-value cli... View More
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Certifications
- Chartered Wealth Manager (CWM), 2024
- Certified Financial Planner (CFP), 2018
- NISM RIA Advisor I, 2017
Dynamic Assistant Manager at HDFC Securities with a proven track record in upselling mutual funds and managing HNI client portfolios. Expert in invest... View More
Top Skills
Certifications
- NISM V-A
- NISM VIII
- NISM XXI A