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New Delhi Area, India India

Private Wealth Manager

Finance / Banking / Insurance

Over Seven years of marketing experience in retail and private banking, managing portfolios of high net worth clients. Performance-driven, insightful Banker with proven ability to achieve and exceed all revenue and business-development goals in high-pressure environments.  # Skilled in creating client retention strategies for existing clients and suggesting product and service streams for business development.  # Proven leadership and team-building skills, coupled with ability to direct strong teams in managing customer relationship and providing financial solutions.  # Rich experience in generating revenues from various asset classes, comprising equity, mutual funds, PMS, FD, insuran...