An experienced Relationship Manager having considerable success in advising clients on investments. 9 years in providing financial services and assisting clients in making decisions by showing them various options. Possessing depth knowledge of insurance plans, investment solutions such as bonds, structures notes, mutual funds and regulars saving plans
I'm working hard to provide a high-quality, customer-driven, and sales focused service. Having excellent communication skills, able to work in a targeted environment and being a part of a team with strict compliance.
Offering strong foundation in financial principles and investment strategies, ready to learn and develop in wealth advisory environment.
CISI - Level 1
ICWIM - Level 3