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Navin Kumar Email & Phone Number
Senior Manager HNI and UHNI Relations
at
Anand Rathi Shares and Stock Brokers Ltd
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✓ Verified Jul 2026
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Current company
Role
Senior Manager HNI and UHNI Relations
Location
Hyderabad, Telangana, India
Who is Navin Kumar? Overview
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Quick answer
Navin Kumar is listed as Senior Manager HNI and UHNI Relations at Anand Rathi Shares and Stock Brokers Ltd, based in Hyderabad, Telangana, India. AeroLeads shows a matched LinkedIn profile for Navin Kumar.
Navin Kumar previously worked as Senior Manager HNI/UHNI Relations at Anand Rathi Shares And Stock Brokers Ltd and Wealth Manager- Manager Sales at Purnartha Sebi Registered Equity Investment Advisor & Portfolio Manager. Navin Kumar holds Mba - Master Of Business Administration, Marketing from Sri Balaji Society.
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Anand Rathi Shares and Stock Brokers Ltd
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Profile bio
About Navin Kumar
Event Coordinator - Management Student- Sales & Marketing - Wealth Management - TEAM PLAYERBeliever of_✓DECIPLINE ✓DEDICATION✓DETERMIMATION
Listed skills include Leadership, Management, Teamwork, Microsoft Word, and 3 others.
Current workplace
Navin Kumar's current company
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Anand Rathi Shares And Stock Brokers Ltd
Website
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6 roles
Navin Kumar work experience
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Senior Manager Hni/Uhni Relations
Wealth Manager- Manager Sales
The Role over here taught me about the Equity market and learned about how fundamental of any company is more important for a long term Wealth creation journey.-Creating Awareness about Equity Market-Client Acquisitions-Handeling HNI/UHNI-Client Relationship-Managing Equity Portfolios-Team Work & engagement
Aug 2021 - Dec 2022
Wealth Manager
The position is directly responsible for interfacing and engaging with Clients on a day to day basis.Key deliverables:Monitor and address HNI clients banking and Investment requirementsUse financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goalsFocus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickinessAchievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profilingFormulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolioConduct risk profiling of all mapped clients and showcase investment products as per the Client risk profileEnsuring client contactability at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly callsResolution of queries for all managed clients within TAT specified
Oct 2020 - Aug 2021
Marketing Intern
May 2019 - Jun 2019
![Mahindra And Mahindra Limited [Automotive, Farm Equipment And Agri Business]](https://cimg.aeroleads.com/ln/logos/52/176187aa282cc0dd090f46f0245f3825.jpg)
May 2017 - Jun 2017
2 education records
Navin Kumar education
Mba - Master Of Business Administration, Marketing
Bba - Bachelor Of Business Administration, Marketing
FAQ
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What company does Navin Kumar work for?
Navin Kumar works for Anand Rathi Shares and Stock Brokers Ltd.
What is Navin Kumar's role at Anand Rathi Shares and Stock Brokers Ltd?
Navin Kumar is listed as Senior Manager HNI and UHNI Relations at Anand Rathi Shares and Stock Brokers Ltd.
Where is Navin Kumar based?
Navin Kumar is based in Hyderabad, Telangana, India while working with Anand Rathi Shares and Stock Brokers Ltd.
What companies has Navin Kumar worked for?
Navin Kumar has worked for Anand Rathi Shares And Stock Brokers Ltd, Purnartha Sebi Registered Equity Investment Advisor & Portfolio Manager, Icici Bank, Ttk Prestige Ltd, and Mahindra And Mahindra Limited [Automotive, Farm Equipment And Agri Business].
How can I contact Navin Kumar?
You can use AeroLeads to view verified contact signals for Navin Kumar at Anand Rathi Shares and Stock Brokers Ltd, including work email, phone, and LinkedIn data when available.
What schools did Navin Kumar attend?
Navin Kumar holds Mba - Master Of Business Administration, Marketing from Sri Balaji Society.
What skills is Navin Kumar known for?
Navin Kumar is listed with skills including Leadership, Management, Teamwork, Microsoft Word, Public Speaking, Team Management, and Microsoft Powerpoint.
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