Conscientious Wealth Relationship Manager with 10+yrs of expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Mutual funds
IRDA Certification
Consistently qualified for incentives at DBS. Achieved MDRT Australia status in 2021.
Promoted on the first attempt at BOB and excelled in nearly all investment campaigns there.
Received the highest rating at SBI Wealth. Promoted to DBM on my first evaluation while at ICICI.