Shery Mohan

Shery Mohan Email and Phone Number

Mutual fund distributor @
Shery Mohan's Location
Thiruvananthapuram Taluk, India, India
Shery Mohan's Contact Details

Shery Mohan work email

Shery Mohan personal email

About Shery Mohan

wealth consultant .Experienced Manager with a demonstrated history of working in the banking industry.Specialist in portfolio management,mutual fund,asset allocation

Shery Mohan's Current Company Details
Sarvada wealth

Sarvada Wealth

Mutual fund distributor
Shery Mohan Work Experience Details
  • Sarvada Wealth
    Financial Planning Consultant
    Sarvada Wealth Aug 2017 - Present
    Trivandrum, Kerala, Lndia
    Handling HNI clients. Specialist in customer portfolio management and banking needs.
  • Kotak Mahindra Bank
    Sr.Manager-Nri
    Kotak Mahindra Bank Mar 2017 - Jul 2017
    Thiruvananthapuram, Kerala, India
    View
  • Hdfc Bank Ltd
    Nri -Manager
    Hdfc Bank Ltd Apr 2015 - Feb 2017
    Kerala-Trivandrum
    RELATIONSHIP MANAGEMENT-NRI CLIENTS.
  • Standard Chartered Bank
    Preferred Banking
    Standard Chartered Bank Apr 2007 - Mar 2015
    HANDING CUSTOMER QUERIES. TO BRING INTO NOTICE THE INVESTMENT PLANS(MUTUAL FUND,OFFSHORE BONDS),LIABILITY PRODUCTS AND ASSETS TO THE CUSTOMER.
    View
  • Standard Chartered Bank
    Assistant Manager
    Standard Chartered Bank Apr 2007 - Sep 2013
    Assistant Manager - New business development
    View
  • Standard Chartered Bank
    Assistant Manager
    Standard Chartered Bank Apr 2007 - Sep 2013
    Acquiring new business2 Building and maintaining good relationship with corporate clients3 Handling corporate salary accounts4 Helping corporate employees to reach out the best wealth Managementproducts and services.Received best performance award in the H1 cycle
    View
  • Reliance Life Insurance Company Ltd
    Sales Manager
    Reliance Life Insurance Company Ltd Mar 2006 - Mar 2007
    Recruiting financial consultants2 Motivating the team towards the goal3 Approaching, presenting, answering objections & closing sales
  • Maruti Udyog Ltd (Indus Motors Co.P.Ltd)
    Customer Caremanager
    Maruti Udyog Ltd (Indus Motors Co.P.Ltd) Jul 2005 - Mar 2006
    Responsibilities:1 Sorting out problems of customers.2 Organizing customer meets.3 Motivating the team towards the goal.4 Consulting customer queries & providing timely service.5 Ensuring the commitments given to the customers
  • Reliance Life Insurance
    Sales Manager
    Reliance Life Insurance Mar 2005 - Mar 2006
    Kerala
  • Sterling Holiday Resorts (I) Ltd
    Sales Executive
    Sterling Holiday Resorts (I) Ltd Oct 2004 - Jun 2005
    Communicating information about company’s product.2 Approaching, presenting, answering objections & closing sales.3 Responsible for effective team work.4 Meeting the assigned target for the period.5 Working in coordination with sales team.6 Taking the follow – ups of customer’s enquiries.

Shery Mohan Skills

Portfolio Management Management Credit Analysis Commercial Banking Banking Relationship Management Retail Banking Credit Risk Credit Trade Finance Branch Banking Kyc Team Management Loans Core Banking

Shery Mohan Education Details

Frequently Asked Questions about Shery Mohan

What company does Shery Mohan work for?

Shery Mohan works for Sarvada Wealth

What is Shery Mohan's role at the current company?

Shery Mohan's current role is Mutual fund distributor.

What is Shery Mohan's email address?

Shery Mohan's email address is sh****@****ail.com

What schools did Shery Mohan attend?

Shery Mohan attended Mguniversity, Mahatma Gandhi University, Mahatma Gandhi University.

What are some of Shery Mohan's interests?

Shery Mohan has interest in Social Services, Health.

What skills is Shery Mohan known for?

Shery Mohan has skills like Portfolio Management, Management, Credit Analysis, Commercial Banking, Banking, Relationship Management, Retail Banking, Credit Risk, Credit, Trade Finance, Branch Banking, Kyc.

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