Sudarshan Kumar Email and Phone Number
Hi Everyone,I possess a Post-Graduation's degree in financial planning from University of Mysore. After completing the education, I have worked with HFI Wealth Creators Pvt Ltd (HumFauji Initiatives) as Financial Planner, Anand Rathi Preferred - Investment Advisor and currently working with Motilal Oswal Wealth Limited as an Investment Advisor.I have learned so far the way and skill, how to offer the best financial solutions to individuals/non-individuals by listening to their financial needs, analyzing those needs and researching the products and services that would best suit their financial goals.My level of experience in financial servicing has made me acutely aware of how important it is to understand the needs of a client and develop and maintain long-term relationships with people. I take pride in receiving supervisory recognition for my dedication to my clients' needs as well as giving exemplary financial advice and guidance.Thank you for your time and for allowing me to present my background and skills in order to be considered for the position of Financial Advisor/Wealth Manager position in your organisation. I look forward to discussing the position and how I can contribute my skill set to your company and successfully work alongside your financial team for years to come.Thanks,
Motilal Oswal Wealth Limited
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Manager - Investment AdvisoryMotilal Oswal Wealth Limited Jan 2022 - PresentNew Delhi, Delhi, India -
Manager - Investment AdvisoryAnand Rathi Shares And Stock Brokers Ltd Jan 2021 - Jan 2022Mumbai, Maharashtra, India -
Financial PlannerHum Fauji Initiatives Jun 2017 - Oct 2020Delhi Area, IndiaJob Description:* Preparation and Execution of Investment & Financial plan.* Use financial acumen and investment expertise to review a client’s profile and develop a plan helping the client to reach his short-term and long-term goals.* Handle client queries & provide support related to investments.* Assessing financial need of HNI and UHNI clients with proper preparation of financial plan. * Developed models and parameters for research within the company.* Enhancing customer service satisfaction, ensuring Regulatory and Process compliance. * Ownership of major products & conducting research on different financial avenues.
Sudarshan Kumar Skills
Sudarshan Kumar Education Details
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Iimt ,MeerutAccounting And Business/Management
Frequently Asked Questions about Sudarshan Kumar
What company does Sudarshan Kumar work for?
Sudarshan Kumar works for Motilal Oswal Wealth Limited
What is Sudarshan Kumar's role at the current company?
Sudarshan Kumar's current role is Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited.
What schools did Sudarshan Kumar attend?
Sudarshan Kumar attended International College Of Financial Planning, Iimt ,meerut.
What are some of Sudarshan Kumar's interests?
Sudarshan Kumar has interest in Social Services.
What skills is Sudarshan Kumar known for?
Sudarshan Kumar has skills like Microsoft Office, Microsoft Word, Management, Microsoft Excel, Leadership, Research, Customer Service, Accounting, Powerpoint, Sales, English, Outlook.
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Sudarshan Kumar
General Manager @ Creme Castlehospitality | F&B | Sales | P&L | People & Strategy | Fnb Operations|Supply ChainNoida -
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2gmail.com, gmail.com
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SUDARSHAN KUMAR
Data Analyst | Business Analyst | Sql | Power Bi | Sas | Excel | Statistics Expert | Database ManagementMahendragarh
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