Sudarshan Kumar

Sudarshan Kumar Email and Phone Number

Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited @ Motilal Oswal Wealth Limited
Sudarshan Kumar's Location
New Delhi, Delhi, India, India
About Sudarshan Kumar

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,

Sudarshan Kumar's Current Company Details
Motilal Oswal Wealth Limited

Motilal Oswal Wealth Limited

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Portfolio Analyst & Financial Planner - Motilal Oswal Wealth Limited
Sudarshan Kumar Work Experience Details
  • Motilal Oswal Wealth Limited
    Manager - Investment Advisory
    Motilal Oswal Wealth Limited Jan 2022 - Present
    New Delhi, Delhi, India
  • Anand Rathi Shares And Stock Brokers Ltd
    Manager - Investment Advisory
    Anand Rathi Shares And Stock Brokers Ltd Jan 2021 - Jan 2022
    Mumbai, Maharashtra, India
  • Hum Fauji Initiatives
    Financial Planner
    Hum Fauji Initiatives Jun 2017 - Oct 2020
    Delhi Area, India
    Job 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

Microsoft Office Microsoft Word Management Microsoft Excel Leadership Research Customer Service Accounting Powerpoint Sales English Outlook Budgets Training Strategic Planning Financial Analysis

Sudarshan Kumar Education Details

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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