Wealth Manager
Current- Managed an AUM of Rs.10,00,00,000 and generated revenue for thecompany by dealing with more than 50 clients.
- As a Financial Advisor it was my responsibility to onboard clients byeducating them about investments and creating a plan for future onthe basis of their risk profile and investment capabilities.
- Dealth with Mutual Funds, Portfolio Management Services (PMS), AIF,Unlisted Equity, Ulips, Pension Plans, and other FinancialProducts.