Samreen Ansari Email & Phone Number

Delhi, India

Managed a portfolio of High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) to provide personalized wealth management solutions.Developed and maintained strong relationships with clients to understand their financial goals and risk tolerance.Offered investment advice on equity, derivatives, mutual funds, and other financial products.Conducted portfolio reviews and rebalancing to ensure alignment with client objectives.Collaborated with internal teams, such as research and product, to deliver exceptional client service.Provided market insights and updates to clients through regular communications and events.Ensured compliance with regulatory requirements and industry standards in all client interactions.Conducted regular client meetings and feedback sessions to ensure high levels of client satisfaction.

Delhi, India

Built and maintained strong relationships with clients to understand their needs and provide solutions. Collaborated with internal teams to deliver exceptional client service and resolve issues promptly. Managed a portfolio of banking products, including deposits, loans, credit cards, and investments. Developed and implemented sales strategies to promote bank products to clients. Conducted needs assessments to identify opportunities to upsell or cross-sell bank products. Collaborated with internal teams, such as credit and risk, to ensure smooth delivery of bank products. Monitored market trends and competitor activity to identify opportunities to enhance bank.

Bachelor Of Commerce, A

Bachelor'S In Commerce, Accounting