To take up a challenging role in a reputed Organization, where I can effectively work for the Organization development and utilize my skills to pursue a successful career by constantly upgrading my skills. Capitalize on new opportunities, set new benchmarks, and dynamically work towards the growth of the organization and to be a valuable asset for the organization. Professional with strong expertise in wealth management, known for delivering personalized financial solutions and cultivating long-term client relationships. Adept at strategic financial planning, investment management, and risk assessment. Collaborative team player with results-driven mindset, adaptable to evolving client needs and market conditions. Renowned for effective communication and unwavering client trust.
Client relationship building
Portfolio performance monitoring
Portfolio management
Investment advisory
Private banking services
Due diligence
Business development
Quantitative analysis
Regulatory compliance
Teamwork
Know your customer
Analytical skills
FINANCIAL RISK AND COMPLIANCE CERTIFICATION