wealth management Search Results
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Sarthak Tuli
Financial planner and investment management experience of 7+ years advising clients mainly in areas of portfolio management, goal based financial plan... View More
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Certifications
- NCFM- Mutual Funds
- NCFM- Financial Markets
- NCFM- Equity Derivatives
Jayesh Rodge
Dedicated financial professional with over 6 years of experience specializing in wealth management and investment strategies for high-net-worth indiv... View More
Top Skills
Certifications
- NISM Mutual Fund Certification (5A)
- NISM 21-A: Portfolio Management Service
- NISM Series X-A: Investment Adviser (Level 1) Certification
Manohara S.D
Bengaluru, India. Employment History-Relationship manager, Asian Paints from November 2020 - till date, Profile Bringing forth several years of indust... View More
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SONU KUMAR
Self-motivated relationship officer with several years of experience delivering exceptional client support in industry. Known for building cross-funct... View More
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SOUMYABRATA DAS
Experienced Relationship Manager with a proven track record of enhancing brand and customer relationships in the financial industry. Skilled in conduc... View More
Top Skills
Certifications
- AMFI
- IRDA
Akash Sagvekar
Product and Investment Banker 5 years of experience as relationship manager / product manager (Nri Services) and 9 years of investment management expe... View More
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Vineet PK
Competent & result oriented professional seeking growth in professional life Organized Team Leader builds positive rapport, inspire trust and guide te... View More
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Prakash Kumar
Dynamic and accomplished Wealth Manager with 5 and half years of experience in delivering comprehensive financial solutions to high-net-worth clients.... View More
Top Skills
Certifications
- NISM Series V-A
- IRDAI Composite Broker
- NISM XXI-A
RAVI JAGDISH MIRJI
I offer various cross-trade exposure, potential and the right mindset to excel in unmatched opportunities and realize my full potential offered to me.... View More
Top Skills
Certifications
- Certificate Course in Professional Travel Writing by Indian Institute of Tourism and Travel Management – Noida and FICCI in June 2020
- Certificate Course in Hospitality Manager: Leadership by American Hotel & Lodging Educational Institute (AHLEI) in May 2020
- Completed AMFI Certified Mutual Funds (Advisors) Module in 2013
Satyendra Singh
Dynamic Preferred Relationship Manager with HDFC Bank, adept at client relationship management and investment analysis. Proven track record in enhanci... View More
Top Skills
Certifications
- NISM
- IRDA