Sonalkumar V. Ugale Email & Phone Number

My professional journey of 10 year has primary being in the financial and wealth management industry. The overall progression in my career with Edelweiss help me to develop and excel in capital market operations, risk management , wealth management and how to engage with client in long term.After working at individual level in client servicing and wealth management side for 5-6 year I promoted as branch manager in Mumbai location. Over the year I work with many HNI and corporate client to ensure the highest level of customer satisfaction and value creation of client and partner. I am the witness of the overall transitional journey of Edelweiss from tradition broker to highly cultured wealth management company. The disciplined & honest approach toward client make any institutions way ahead there competitor.Right offering at right time is the key I think. Wealth management is essential part of life and when you add disciplined along with this the journey will be more powerful.I anticipate taking step towards development of the high quality of services and create sustainable long term relationship with client in the financial industry as the onus of my role moving forward.

Listed skills include Customer Service, Leadership, Team Management, Financial Analysis, and 4 others.