Rahul Sohal
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Rahul Sohal Email & Phone Number

Wealth Management Consultant at Acuma - Independent Financial Advice
Location: United Arab Emirates 6 work roles 1 school
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Role
Wealth Management Consultant
Location
United Arab Emirates
Company size

Who is Rahul Sohal? Overview

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Quick answer

Rahul Sohal is listed as Wealth Management Consultant at Acuma - Independent Financial Advice, a with 60 employees, based in United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Rahul Sohal.

Rahul Sohal previously worked as Consulting Specialist at Nexen Logistics and Wealth Advisor | IFA at Acuma - Independent Financial Advice. Rahul Sohal holds Bachelor Of Arts - Ba, Financial Economics from Birmingham Business School.

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Acuma - Independent Financial Advice

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Profile bio

About Rahul Sohal

Offering a personalized financial planning approach that utilizes my expertise alongside powerful tools and resources. This includes collaborating with trusted third-party providers, such as insurance companies and mutual fund families.As your financial advisor, I take a comprehensive view of your finances. We will consider both your assets and liabilities to craft a personalized holistic plan that maximizes your chances of achieving your goals. Together, we'll identify suitable investments and solutions tailored to your unique needs and circumstances. I'll also provide ongoing guidance and support, regularly monitoring your progress and adapting the plan as needed to keep you on track.

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Rahul Sohal's current company

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Acuma - Independent Financial Advice
Acuma - Independent Financial Advice
Wealth Management Consultant
United Arab Emirates
Website
Employees
60
AeroLeads page
6 roles

Rahul Sohal work experience

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Consulting Specialist

Nexen Logistics

England, United Kingdom

Nexen Logistics created a friendly approach to remedy B2B Supply Chain Management, Transportation & Logistical needs. We initialised with contracts for a high-volume fulfilment centre which catered for both businesses & retail customers. Later developing our focus around SME's situated within the Midlands area of England, United Kingdom.The transition is fuelled by identifying key pain points in their operations & service levels.This provoked the thought - once we contribute to better means of logistics, those businesses will be able to achieve better KPI outcomes with their customers. Win-Win situation as depicted in 'The Harvard Method'

Client Engagement Executive

Birmingham & Bromsgrove, England, United Kingdom

Lead generation | Acquisitions- as a CEE, I am part of a high-performing team managing a wide range of tasks, from lead generation to acquisition projects. Working directly under senior management, I am responsible for executing multiple workflows and ensuring weekly KPIs are not only met but frequently surpassed. This has played a significant part in the company's consistent quarterly revenue growth and strategic expansion. - My role demands adaptability, strong communication skills, and a keen understanding of our clients' needs, allowing me to contribute meaningfully to our ongoing success. Work closely with both new and existing AFH IFA's, fostering seamless teamwork.- Contributing to MI’s feed back to the stakeholders/C-Suite.

Oct 2022 - Sep 2024

Mortgage Administrator

Birmingham, United Kingdom

Mortgage & Protection company based in Birmingham with over 15 years of experience. I joined the company on the mission to break into the Financial Services Industry post University. It was good exposure with handling caseloads & prospect leads. Including the personal development which came with it.

Feb 2019 - Dec 2021
Team & coworkers

Colleagues at Acuma - Independent Financial Advice

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1 education record

Rahul Sohal education

  • Birmingham Business School
    Birmingham Business School
    Financial Economics
FAQ

Frequently asked questions about Rahul Sohal

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What company does Rahul Sohal work for?

Rahul Sohal works for Acuma - Independent Financial Advice.

What is Rahul Sohal's role at Acuma - Independent Financial Advice?

Rahul Sohal is listed as Wealth Management Consultant at Acuma - Independent Financial Advice.

Where is Rahul Sohal based?

Rahul Sohal is based in United Arab Emirates while working with Acuma - Independent Financial Advice.

What companies has Rahul Sohal worked for?

Rahul Sohal has worked for Acuma - Independent Financial Advice, Nexen Logistics, Afh Wealth Management, and Signature Financial Associates Ltd.

Who are Rahul Sohal's colleagues at Acuma - Independent Financial Advice?

Rahul Sohal's colleagues at Acuma - Independent Financial Advice include John Bailey, Munir Elahi, Georgia Thomas, Marie Thorburn, and Adam Smith.

How can I contact Rahul Sohal?

You can use AeroLeads to view verified contact signals for Rahul Sohal at Acuma - Independent Financial Advice, including work email, phone, and LinkedIn data when available.

What schools did Rahul Sohal attend?

Rahul Sohal holds Bachelor Of Arts - Ba, Financial Economics from Birmingham Business School.

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