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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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Fernando Davila
Dedicated professional with expertise in financial services and wealth management. Proven track record in resolving client issues and improving custom... View More
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Certifications
- SIE, Series 7, Series 63
- Currently Studying for Series 66
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
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)
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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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
Sameer Shrivas
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagemen... View More
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Certifications
- AMFI Certified
- IRDA Certified
Aldrin Simon Fernandes
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional w... View More
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Certifications
- *QFA (LIA or IOB)
- Have plans to complete QFA by next year.
HECTOR GUIDES
Wealth Relationship Manager with background in sales and understanding how to build client loyalty. Excellent communication, planning and organization... View More
Top Skills
Certifications
- SERIE 7
- SERIE 66
- 2-15 LIFE , HEALTH AND VARIABLE ANNUITIES
Avinash Joshi
Seeking innovation and a challenging career in an organization, with sincere dedication, and to secure a position with a high degree of responsibility... View More