Sumon Sinha

Sumon Sinha Email and Phone Number

Client Service Manager @ MOTILAL OSWAL WEALTH LIMITED | Client Service Manager @
Sumon Sinha's Location
Mumbai, Maharashtra, India, India
About Sumon Sinha

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.

Sumon Sinha's Current Company Details
MOTILAL OSWAL WEALTH MANAGEMENT LIMITED

Motilal Oswal Wealth Management Limited

Client Service Manager @ MOTILAL OSWAL WEALTH LIMITED | Client Service Manager
Sumon Sinha Work Experience Details
  • Motilal Oswal Wealth Management Limited
    Relationship Manager
    Motilal Oswal Wealth Management Limited Feb 2024 - Present
    Mumbai, Maharashtra, India
  • Motilal Oswal Wealth Management Limited
    Service Manager
    Motilal Oswal Wealth Management Limited Feb 2024 - Present
    Mumbai, Maharashtra, India
  • Torus Private Wealth
    Client Services Manager
    Torus Private Wealth Aug 2023 - Jan 2024
  • Nuvama Asset Services
    Senior Associate
    Nuvama Asset Services Sep 2021 - Aug 2023
    Mumbai, Maharashtra, India
  • Kotak Wealth Management Ltd
    Assistant Manager
    Kotak Wealth Management Ltd Jun 2016 - Sep 2021
    Mumbai, Maharashtra, India

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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