- B.B.M. and M.B.A. in financial management, with 4 year experience as Wealth Manager.- In-depth knowledge of financial planning, investments, banking, credit solutions etc.- Experience of determining risk-threshold, examine objectives and provide proper solutions.- In-depth knowledge of Excel and wealth planning software, with excellent quantitative skills.- Ability to prepare suggestions for wealth allocations.- Experience of reviewing client portfolios to assess the strategies based on their objectives and risk factor.- Sound knowledge of equities, different forms of investment vehicles, foreign exchanges and their derivatives.- Awarded with “Dedicated Performer” for opening maximum new accounts within a month’s span, increasing the revenue by 20%.- Ability to prepare presentations for the clients and identify opportunities and implement the plans as per the client requirement.- Excellent communication skills with experience of promoting the complicated financial products and services to the end-users.- Tendency to keep a track on the market trends and assess data to evaluate the investment opportunities.