Private Wealth Manager - BFSI

Financial Advisor to HN I and family wealth clients.

Analysis, asset allocation, wealth management, financial reports decoding, wealth products advisory to ultra HNI.

Client analyses - ABC analysis, client segmentation, AUM analysis, risk-return analysis etc.

Felicitate research reports in all sectors and industries.

Understanding the investment pattern of client and guiding accordingly through conducting financial planning.

Using CRM as a tool to capture all kind of observation and differentiating trend among clients to understand them better and close leads faster.

Regular updating for self and clients on market, economy and world.