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
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
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Certifications
- AMFI
- IRDA
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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ASHWINI KUMAR JHA
To be involved in a challenging job in Banking Sector, where can explore my potential to pursue an innovative career in a comfortable atmosphere. I po... View More
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Certifications
- PASSED AMFI CERTIFICATE IN JAN.2014 & RENEWED IN 2024
- PASSED CAPITAL MARKETING IN AUG. 2011 & RENEWED
- PASSED SP LICENSING (IRDA) IN SEPT. 2017 & RENEWED IN JAN 2024
Ita Ekasari
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active lis... View More
Top Skills
Certifications
- Waperd
- WPPE Pemasaran
- Asosiasi Asuransi Jiwa Indonesia
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
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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
Divya Govindaraj
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader wit... 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
ARPIT CHAUDHARY
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at worki... View More
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Samiksha Kamra
Hard working professional with more than 11 years of experience in Client Engagement & Relationship Management. Possess experience and skills in achie... View More
Top Skills
Certifications
- NISM V A - Associaton of Mutual Funds in India
- Composite License - Insurance Regulatory and Development Authority