Headline

Strategic Wealth Advisor l Expertise in Investment and Risk Management l Balancing Risk, Growth, and Client Goals.

About

A results-driven Wealth - Virtual Relationship Manager with over 10 years of comprehensive sales experience spanning event management, education, real estate, and banking. Demonstrated leadership capabilities through 2 years of successfully managing and mentoring high-performing teams to achieve organizational goals. Proficient in developing and nurturing client relationships, offering bespoke financial solutions, and driving sustainable revenue growth. Committed to delivering exceptional service and strategic wealth management advice to help clients achieve their financial objectives.

Location

Mumbai

Work experience

Wealth Manager at IDFC FIRST Bank, Sep 2023 - Present · 2 yrs 10 mos, Thane, Maharashtra, India

Senior Area Sales Manager at Square Yards, Jun 2023 - Aug 2023 · 3 mos, Mumbai, Maharashtra, India

Business Development Manager at BYJU'S, Jun 2021 - Jun 2023 · 2 yrs 1 mo, India

Sales Team Lead at BYJU'S, Mar 2021 - May 2021 · 3 mos, India

Senior Business Development Associate at BYJU'S, Sep 2020 - Feb 2021 · 6 mos, Mumbai, Maharashtra, India

Senior Sales Executive at Centre Point Events, Jun 2016 - Aug 2019 · 3 yrs 3 mos, Mumbai Metropolitan Region

Education

Bachelor of Science - BS, Information Technology, M.L. Dahanukar College