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
Compliance assessments
Data analysis
Analytical and Critical Thinking
Relationship building and management
Business development and planning
Financial Management
MS Excel
Proficient in MS Office
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