As a Client Services Manager at Motilal Oswal Wealth Limited,I manage the onboarding and service of high-net-worth clients, ensuring their satisfaction and trust. I have a GNIMS credential and over 9 years of experience in the wealth management industry, working with diverse and complex portfolios. I have developed strong skills in client relationship management, communication, problem-solving, and compliance. My core competencies are delivering quality service, building long-term partnerships, and providing tailored solutions for clients' financial goals. I am passionate about helping clients achieve their wealth objectives and empowering them to make informed decisions. I value excellence, integrity, and collaboration, and I strive to uphold these principles in my work.
Motilal Oswal Wealth Management Limited
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Relationship ManagerMotilal Oswal Wealth Management Limited Feb 2024 - PresentMumbai, Maharashtra, India
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Sumon Sinha Education Details
Frequently Asked Questions about Sumon Sinha
What company does Sumon Sinha work for?
Sumon Sinha works for Motilal Oswal Wealth Management Limited
What is Sumon Sinha's role at the current company?
Sumon Sinha's current role is Client Service Manager @ MOTILAL OSWAL WEALTH LIMITED | Client Service Manager.
What schools did Sumon Sinha attend?
Sumon Sinha attended Guru Nanak Institute Of Management Studies.
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