Aif, Investment Strategy, Portfolio Management, Client Relationship, Regulatory Compliance, Market Research, asset allocation, private wealth management, Pms, Wealth

Microsoft Office, Excel, CRM Tools, Word, Client Relationship Management, investor reporting, Powerpoint, Knowledge of financial markets, Investor Relations

Mutual Funds, structured products, NRI Products, Wealth Management, Portfolio Management, Relationship Management

Banking and investment relationship management, HNI client management, liabilities growth, investment business development, Sales Targets

Portfolio Management, Financial Analysis, investment strategies, Risk Assessment, Client Relationship, Market Research