With a solid foundation in wealth management, I bring a unique perspective to project leadership. As a Transformational Project Leader, I focus on driving operational excellence and strategic growth. My experience spans developing tailored financial strategies, leading high-performing teams, and managing complex projects from inception to execution. I am passionate about leveraging my financial expertise and leadership skills to deliver results that not only meet client needs but exceed expectations.

As a Wealth Manager, I specialize in guiding high-net-worth clients toward their financial goals through tailored investment strategies and comprehensive financial planning. My expertise includes investment management, estate planning, tax strategies, and risk management.Key Competencies:Investment Management: Crafting diversified portfolios aligned with clients' financial objectives.Financial Planning: Developing holistic plans for retirement, education, and legacy planning.Client Relationship Management: Building and maintaining long-term relationships with high-net-worth individuals and corporate clients.Regulatory Compliance: Ensuring adherence to regulatory standards and best practices.Team Leadership: Leading and mentoring teams to deliver exceptional client service.Market Analysis: Providing informed investment advice based on market trends and economic indicators.

Teams Managed - Australia, New Zealand, and Bangladesh.

A one-stop shop for all your needs and requirements when it comes to any kind of events, “We for You” Events is one of the best event management companies around. We are dedicated for supplying our clients with creative solutions, strategic planning and flawless production right from the inception of an event to its execution.“We for You” Events have acquired an extensive ambit of clientele in a relatively short period of time. This is because we understand that every event has its own unique purpose and expectations to each of our clients and this understanding forms the foundation on which we build the ideas and solutions that are tailor-made to the clients’ requirements.Whether it’s a flamboyant grand scale event with a huge guest list or an intimate affair with your close ones that you’re planning, we leave no stone unturned to make it an event to be cherished forever. We are well aware of the fact that it’s not just your money that goes into an event but also your dreams and ambitions and at times even your credibility is at stake, which is why render the best of our services by considering your event as our own.

Parent Company of Realty Walk | Travel Diaries | We 4 you

Domestic & International Tourism

Property Counsellors

Digital Solution

- Thane & Neral (Sales)- Activating Channel Source - Training & Development (Channel Team)- Channel Meets

- Heading Mumbai and Pune Sales - Leading Operations and Human Resource - Branding and Marketing- Lead Generation (Sourcing)- Followup till Disbursement- Reviews of Logged in & Pending Cases- Daily Mis- Delighting Customers Home Loan Experience

- Direct Sales- Generating Prospects - Effective delivery of the presentations- Handling direct meetings, exhibition sales, web leads etc- Handle customer issues / escalations effectively- B2C

- Actively generated revenue & mobilization for cross border remittances from NRI customers, who wish to makea payment (in foreign currency) to an individual/organization in India (in Indian Rupees).- Proficiently contributed in raising mobilization & revenue for the company though lost customers- Building business relations with HNI’s of company, ensuring complete satisfaction by achieving delivery & service quality norms.- Facilitating first line customer support by answering queries & resolving issues within TAT.- Managing high customer satisfaction and loyalty.- Managing portfolio of HNI customer.- To analyse the competitors behaviour and prepare counter strategy.- Design new promotion to attract customer.- Participate in marketing activity such as providing feed back on process requirements.- Hands on various NRI product line such as property dealing, exchange rate etc.- To participate in coaching & mentoring new officers.

- Outbound Sales (Sprint Wireless)