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
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
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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Endah Dwi Prastiwi
Dynamic Priority Banking Relationship Manager with expertise in wealth management at Bank Rakyat Indonesia. Proven track record in financial analysis ... View More
Top Skills
Certifications
- AAJI, WAPERD, AWM, QWM, CWM, WPPE
Sameer Shrivas
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagemen... View More
Top Skills
Certifications
- AMFI Certified
- IRDA Certified
SVAPNA SANI GANDHI
Seasoned financial professional with a robust history at BAJAJ ALLIANZ LIFE INSURANCE, adept in customer relationship management and financial plannin... 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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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




