
Dynamic personal banking and wealth management professional with over four years of experience delivering tailored financial solutions in private banking and financial services. Expertise includes client advisory, portfolio support, and investment strategies, with a strong emphasis on aligning affluent clients' goals with customized approaches. Proven success in providing compliant, client-centric services while cultivating long-term relationships built on trust and responsiveness. Recognized for innovative methods that drive strategic business growth by addressing each client's unique needs and priorities.
I effectively led multiple initiatives at Inanna Production Pvt Ltd, enhancing operational efficiency and brand visibility.
• Conducted client meetings and handled communications for sponsorships, ensuring strong partnerships.
• Directed the marketing and web design teams for the successful launch of the Adoniss jewelry brand.
• Managed inventory and sales processes, including stock curation from international markets.
Wealth management services
Wealth management strategies
Client engagement strategies
Portfolio assessment
Mutual fund analysis and recommendations
Cross-selling expertise
KYC and compliance proficiency
Customer service excellence in banking
Client portfolio management