wealth management offerings Search Results
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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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Kritika Mishra
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual nee... View More
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Certifications
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
- Insurance Regulatory and Development Authority of India (IRDAI)
- NISM XXI A (PMS)
Brenda Hernández
Dynamic and seasoned executive with over 15 years of experience leading wealth management teams and managing high-net-worth client relationships. Prov... View More
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SANTHOSH KUMAR
Dynamic Wealth advisor with 4+ years of expertise in NRI & HNI wealth management, client acquisition and delivering personalized investment strategie... View More
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Certifications
- -NISM Series XXI-A- [Portfolio Management Services]
- -NISM VA-Mutual Funds
- -IRDAI
Mosam Panchal
Dynamic NRI Relationship Manager with a proven track record at AXIS BANK Ltd. Professional relationship management expert with strong emphasis on team... View More
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Certifications
- AMFI/NISM certified, Mutual Fund Advisory Module
- IRDA, Life and Health Insurance
TRISHA SINGH
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and ac... View More
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Abhay Garg
Through my experience in HDFC Bank & Kotak Mahindra Bank, I've gained extensive experience in the Banking industry by proactively creating business op... View More
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Charlee Pina
Relationship Officer II with three years plus of experience in member assistance and communications, financial plan offerings, member based knowledge... View More
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Certifications
- Top Member Service Representative, 2023 1st Quarter Winning Workforce Award
Sibra Khan
Banking professional with 4.5 years of experience in retail banking, providing exceptional customer service and driving business growth through effect... View More
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Certifications
- IRDA certified,
- Business etiquette and soft skills.
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





