Content Creator
Current
Tarun Malhotra
May 2022 - Present
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Tarun Malhotra Email & Phone Number
Content creator | 400k+ Instagram | Ex- Wealth manager | Worked with Top banks | NISM & IRDA certified | Finance
at
Tarun malhotra
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Tarun malhotra
Role
Content creator | 400k+ Instagram | Ex- Wealth manager | Worked with Top banks | NISM & IRDA certified | Finance
Location
Delhi, India, India
Who is Tarun Malhotra? Overview
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Quick answer
Tarun Malhotra is listed as Content creator | 400k+ Instagram | Ex- Wealth manager | Worked with Top banks | NISM & IRDA certified | Finance at Tarun malhotra, based in Delhi, India, India. AeroLeads shows a matched LinkedIn profile for Tarun Malhotra.
Tarun Malhotra previously worked as Content Creator at Tarun Malhotra and Wealth Manager at Indusind Bank. Tarun Malhotra holds Master Of Business Administration, Marketing from Imm Fostiima Business School.
Profile bio
About Tarun Malhotra
I am a content creator on a journey of simplifying Finance for many. Sharing my financial knowledge with the audience makes me feel good about my experiences.With already a community of 500+ followers on different platforms, I am here on LinkedIn to share my knowledge and content to add value to the financial literacy of individuals.With excellent communication skills, I possess analytical skills which enhance my problem-solving skills. I desire to learn, imbibe and grow. There is till a lot of scope for awareness in terms of financial freedom in India. People should be equipped well with the knowledge in order to grow better. I aim to spread financial literacy and help people achieve financial freedom. Services I offer: -Wealth Management-Client Handling-Investment Marketing-Content CreationFor more information, you can always check my recent posts. Furthermore, dm me for more enquiries.
Current workplace
Tarun Malhotra's current company
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Tarun Malhotra
9 roles
Tarun Malhotra work experience
A career timeline built from the work history available for this profile.
Wealth Manager
- Acquire and nurture relationships of the bank through products like all retail banking products: LI, GI, MF, etc)
- Generate new business to achieve defined sales targets
- Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues.
- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
- Manage the portfolio to achieve stability and growth of book.
Jul 2021 - Feb 2023
Nri Rm
- Provide financial solutions to the NRI customers while maintaining high service standards
- Identify potential customers who can be sold tailored products to enhance product penetration
- To be in close contact with the customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
- Achieved targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.
May 2020 - Mar 2021
Wealth Manager
- Distribution of Financial products and services.
- Generate revenue through sales
- Add new clients to the portfolio
- Meeting with clients on frequent basis for relationship building
- Participate actively in entire product marketing campaigns, referral programs and sales development activities
- Build a portfolio and personalized service to clients
Jun 2019 - May 2020
Senior Relationship Manager
- Cross selling of financial products and services.
- Generating leads through callings and getting conversion by meeting with clients and satisfying their needs.
- Handling and resolving customer complaints and queries
- Giving site demo and presentation to clients
May 2018 - Jun 2019
Placement Coordinator
Aug 2017 - May 2018
Marketing Student
Jun 2016 - May 2018
Marketing Intern
Apr 2017 - Jun 2017
Intern
Jul 2015 - Aug 2015
4 education records
Tarun Malhotra education
Master Of Business Administration, Marketing
Bachelor Of Business Administration - Bba
Maharaja Agrasen Institute Of Management & Technology
FAQ
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Quick answers generated from the profile data available on this page.
What company does Tarun Malhotra work for?
Tarun Malhotra works for Tarun malhotra.
What is Tarun Malhotra's role at Tarun malhotra?
Tarun Malhotra is listed as Content creator | 400k+ Instagram | Ex- Wealth manager | Worked with Top banks | NISM & IRDA certified | Finance at Tarun malhotra.
Where is Tarun Malhotra based?
Tarun Malhotra is based in Delhi, India, India while working with Tarun malhotra.
What companies has Tarun Malhotra worked for?
Tarun Malhotra has worked for Tarun Malhotra, Indusind Bank, Axis Bank, Bajaj Capital Ltd, and Icici Securities.
How can I contact Tarun Malhotra?
You can use AeroLeads to view verified contact signals for Tarun Malhotra at Tarun malhotra, including work email, phone, and LinkedIn data when available.
What schools did Tarun Malhotra attend?
Tarun Malhotra holds Master Of Business Administration, Marketing from Imm Fostiima Business School.
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