Stock Market Trading
Saurabh Srivastava
Wealth Manager
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of post-secondary education
3
3
Languages
Work History
Wealth Manager
Edelweiss
New Delhi
06.2022 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products with partner.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Education
MBA - Finance,International Business
Amity International Business School
Delhi 09.2020 - 05.2022
BBA LLB - Corporate Law
Delhi Metropolitan Education
New Delhi 08.2015 - 06.2020
Skills
Financial statements expertise
Interests
Travelling
Timeline
Wealth Manager
Edelweiss
06.2022 - Current
MBA - Finance,International Business
Amity International Business School
09.2020 - 05.2022
BBA LLB - Corporate Law
Delhi Metropolitan Education
08.2015 - 06.2020
Certification and Dissertation
- SAP London
- Analytical Study on factors influencing the Indian customers on various innovative feature of Fintech.
- Winding up process of a company
Certification and Dissertation
- SAP London
- Analytical Study on factors influencing the Indian customers on various innovative feature of Fintech.
- Winding up process of a company
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