Indian Invest - Online Tax Return Filing Distributors
Member since Apr 3, 2018
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About Me
More than 10 years’ experience in Retail Banking & Wealth Management. Being into Retail Banking & Wealth Management with HSBC, AXIS, ICICI & Standard Chartered Finance Ltd.,
My primary goal as a Portfolio Manager is to maximize clients’ net income and place investments on fields with optimum performance which significantly outweighs the risks. Equipped with strong background in the banking industry, as well as asset, insurance, and investment management, I am positive that this objective can be achieved. Aside from this, I also aim to further my understanding of the investment and banking industry and enhance my skills and objectivity in the implementation of portfolio adjustments.
About Work Experience
Take care for Personal Economy include Individual and Business requirement (Lending Solution & Financial Services)
Maintain existing client base (high net-worth clients with more than INR 30, 00,000+ relationships with bank) and recommend various investments and estate plans.
Target client financial issues and propose ways to strengthen their situations
>Analyze client need & background to recommend appropriate products.
>Identify operational process inefficiencies and recommend necessary improvements
>Conducted periodic risk analysis and evaluation for Provision for Loan Loss (PLL).
>Identify and enlist potential high income clients through networking.
>Managing the verity of Products as per the customer requirement like:
* Alternate Assets like: Structure Products, Private Equity and Real Estate Funds.
* Equity like: PMS, IPO, Pre-IPO, NFO, Mutual Fund
* Life Insurance like: Term, Endowment, ULIP
* General Insurance like: Motor, Travel, Health, Home, Business.
* Business Loans & Limits like: Home Loan, IPO Funding, ESOPs Funding, Gold loan
* Treasury, Retail Forex, Multi-currency Cards etc.
Experience & Qualification
Qualification
MBA & MSC
Experience as an Advisor
15 Years
Total work Experience
10 Years
Services and Advisory Offered
Mutual Fund
General Insurance
Tax Consultancy
Online Tax Return Filing
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
Pan Service Providers
IPOs, Bonds & NCDs
Housing Loans
Personal Loan
Education Loan
Financial Education Providers
Gold Saving Plans
Loan Against Property
Consumer Finance
Technical & Research Analysis
Fixed Deposits
Affiliations
-
Not Specified
Awards & Recognition
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2013 HSBC First Rank PWM Category. WINNERS 2013
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2012 HSBC Get Set Score Awarded in PWM Category
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2011 HSBC MID YEAR CONVENTION in PWM Category
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2010 HSBC YEAR END CONVENTION in PWM Category
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2010 HSBC Shikhar Performance Par Excellence
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2009 HSBC Certificate of Achievement in Equity
Address
Indian Invest
G2, D22/23 , ABHINANDAN,
80 FEET ROAD, MAHESH NAGAR,
Gandhi Nagar,
Jaipur,
Rajasthan, 302015
LICENSE
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Mutual Fund -
ARN No.
140694 - Validity -
20-02-2021
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