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Manohara S.D

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)
Akash Sagvekar

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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SANTHOSH KUMAR

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
Abhay Garg

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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TRISHA SINGH

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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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

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Certifications

  • SERIE 7
  • SERIE 66
  • 2-15 LIFE , HEALTH AND VARIABLE ANNUITIES