Assignments in Portfolio Management/Investment Analysis with a dynamic-oriented professional organization of repute.
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AvpAxis Bank Sep 2022 - PresentIndiaInvestment Specialist
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Product ResearchCholamandalam Securities Limited Jun 2018 - Present -
Senior Priority Relationship ManagerStandard Chartered Bank Oct 2016 - Apr 2017Chennai Area, India- Portfolio management of High Net worth Clients through Wealth Advisory.- Client on boarding DRR/ TMU/ KYC/ CDD/ Compliance requirements/ AML- Analysis of Wealth management reports like Portfolio Statement, Capital gains statement, Taxation Statement. -
Senior Wealth ManagerCitibank India Jan 2014 - Oct 2016Chennai Area, India- Client Wealth Management Portfolio Analysis by means of analytical reports through wealth management applications.- Advising different wealth products like mutual funds, insurances, private equity funds, portfolio management solutions.- Periodical review of client portfolio reports according to their risk appetite.
Viswanath C Education Details
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Jaya College Of Arts & ScienceMaths
Frequently Asked Questions about Viswanath C
What company does Viswanath C work for?
Viswanath C works for Axis Bank
What is Viswanath C's role at the current company?
Viswanath C's current role is Wealth.
What schools did Viswanath C attend?
Viswanath C attended Jaya College Of Arts & Science.
Who are Viswanath C's colleagues?
Viswanath C's colleagues are Sanjeev Kumar, Shampa Ray, Himanshu Ahlawat, Fatima Abd, Mohini Hande, Mahak Lilani, Jyoti Karle.
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Viswanath C
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