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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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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
Goal-oriented leader with 30 years of experience in the Personal Finance industry. Excels in leading professionals, developing teams and strategic ob... View More
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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)
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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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
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.
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
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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
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