Shekhar Manocha Email & Phone Number
@ameriprise.com
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Who is Shekhar Manocha? Overview
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Shekhar Manocha is listed as Manager at Ameriprise Financial Services, LLC, a company with 2 employees, based in South Delhi, Delhi, India. AeroLeads shows a work email signal at ameriprise.com and a matched LinkedIn profile for Shekhar Manocha.
Shekhar Manocha previously worked as Group Lead - Financial Planning at Ameriprise Financial Services, Llc and Team Leader at Ameriprise Financial Services, Inc.. Shekhar Manocha holds Masters In Business Administration, Commerce from Guru Gobind Singh Indraprastha University.
Email format at Ameriprise Financial Services, LLC
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AeroLeads found 1 current-domain work email signal for Shekhar Manocha. Compare company email patterns before reaching out.
About Shekhar Manocha
At Ameriprise Financial, my leadership journey has evolved from cultivating individual talent to spearheading financial planning initiatives. Our team's commitment has been pivotal in managing over 4,500 financial plans, underpinning the importance of meticulous performance tracking and robust adviser relationships. My tenure as a Manager has honed my competencies in problem-solving and relationship building, which are instrumental in delivering value to our clients and maintaining our company's prestige in the financial services sector.The transformative coaching strategies I've implemented have not only fostered the growth of new team members but also enhanced the business acumen of seasoned professionals. The role demands a seamless blend of strategic advice and operational excellence, ensuring the continuity and streamlining of our business models. As a certified retirement planning counselor (CRPC), my mission is to fortify our clients' financial stability through innovative planning and personalized service.
Listed skills include Market Research, Microsoft Excel, Data Analysis, Business Development, and 13 others.
Shekhar Manocha's current company
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Shekhar Manocha work experience
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Manager
Current
Group Lead - Financial Planning
Team Leader
- Mentoring and Coaching individuals who are new into the system
- Conducting sessions and training on various business aspects for tenured individuals pan process
- Performance tracking and goal setting for direct reports
- Performance reviews and implementing corrective measures in the event of deviations from the desired results
- Extending support and building business models to ensure continuity of the business and streamlining the current work management process
- Managing a portfolio of over 1,500 financial plans
Senior Financial Planning Specialist
- Conducting training sessions on various financial calculators such as Blackrock Social Security estimator and Brent Marc at a floor level.
- Establishing a personal relationship with advisers and their staff to determine their individual planning needs and style.
- Researching data to offer advice on specific financial planning areas such as Estate Planning and Income Tax
- Working on popular databases such as Thompson One and Morning Star to analyse client’s portfolio
Financial Panning Specialist
As a Financial Planning Specialist,my role involved the following: > Data analysing and number crunching In NaviPlan. > Discussing comprehensive financial strategies for advisers based in US.> Creating comprehensive deliverable for advisers to deliver financial advice.
Summer Intern
Colleagues at Ameriprise Financial Services, LLC
Other employees you can reach at ameriprise.com. View company contacts for 2 employees →
Jeremiah Rader
Colleague at Ameriprise Financial Services, Llc
Indianapolis, Indiana, United States, United States
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MH
Molly Howse
Colleague at Ameriprise Financial Services, Llc
Champlin, Minnesota, United States, United States
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AC
Amanda Conley
Colleague at Ameriprise Financial Services, Llc
Townsend, Massachusetts, United States, United States
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CL
Cheryl Lehnherr
Colleague at Ameriprise Financial Services, Llc
Savage, Minnesota, United States, United States
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NM
Nathan Miller
Colleague at Ameriprise Financial Services, Llc
Minneapolis, Minnesota, United States, United States
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RA
Ryan Alston
Colleague at Ameriprise Financial Services, Llc
Dade City, Florida, United States, United States
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SR
Sara Ramthun
Colleague at Ameriprise Financial Services, Llc
Greater Minneapolis-St. Paul Area, United States
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JT
Jessica Tatum
Colleague at Ameriprise Financial Services, Llc
Atlanta, Georgia, United States, United States
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MS
Michael Szalkiewicz
Colleague at Ameriprise Financial Services, Llc
New York, New York, United States, United States
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JS
Jacob Steinhart
Colleague at Ameriprise Financial Services, Llc
Greater Evansville Area, United States
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Shekhar Manocha education
Masters In Business Administration, Commerce
Higher Secondary, Commerce With Maths
Frequently asked questions about Shekhar Manocha
Quick answers generated from the profile data available on this page.
What company does Shekhar Manocha work for?
Shekhar Manocha works for Ameriprise Financial Services, LLC.
What is Shekhar Manocha's role at Ameriprise Financial Services, LLC?
Shekhar Manocha is listed as Manager at Ameriprise Financial Services, LLC.
What is Shekhar Manocha's email address?
AeroLeads has found 1 work email signal at @ameriprise.com for Shekhar Manocha at Ameriprise Financial Services, LLC.
Where is Shekhar Manocha based?
Shekhar Manocha is based in South Delhi, Delhi, India while working with Ameriprise Financial Services, LLC.
What companies has Shekhar Manocha worked for?
Shekhar Manocha has worked for Ameriprise Financial Services, Llc, Ameriprise Financial Services, Inc., Ameriprise Financial, and Kelly Services India Pvt Ltd.
Who are Shekhar Manocha's colleagues at Ameriprise Financial Services, LLC?
Shekhar Manocha's colleagues at Ameriprise Financial Services, LLC include Jeremiah Rader, Molly Howse, Amanda Conley, Cheryl Lehnherr, and Nathan Miller.
How can I contact Shekhar Manocha?
You can use AeroLeads to view verified contact signals for Shekhar Manocha at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Shekhar Manocha attend?
Shekhar Manocha holds Masters In Business Administration, Commerce from Guru Gobind Singh Indraprastha University.
What skills is Shekhar Manocha known for?
Shekhar Manocha is listed with skills including Market Research, Microsoft Excel, Data Analysis, Business Development, Financial Analysis, Team Management, Research, and Marketing.
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