Priyanka Gautam
Wealth Manager
Kushinagar,UP
Summary
Dedicated Wealth Manager with expertise in options trading and portfolio management. Proven ability to build strong relationships with high-net-worth clients and guide them through complex financial decisions.
Wealth management professional with strong background in financial planning, investment strategies, and client relationship management. Adept at collaborating with teams to deliver tailored financial solutions, ensuring client satisfaction, and driving results. Known for adaptability, analytical skills, and client-focused approach in dynamic environments. Skilled in asset allocation, risk assessment, and portfolio management.
Overview
6
6
years of professional experience
Work History
Wealth Manager
Bigscope Investment
08.2020 - Current
- Cultivated and maintained strong relationships with high-net-worth clients.
- Guided clients through complex financial decisions, ensuring informed choices.
- Developed customized investment strategies to align with client financial goals.
- Analyzed market trends and provided insights to optimize portfolio performance.
Education
Bachelor of Arts - 2018
Deen Dayal Upadhyaya University
Gorakhpur, India 04.2001 -
Skills
Options trading
Portfolio management
Cash flow management
Insurance planning
Wealth preservation
Financial planning
Timeline
Wealth Manager
Bigscope Investment
08.2020 - Current
Bachelor of Arts - 2018
Deen Dayal Upadhyaya University
04.2001 -