Anuj singh

Business Development Executive

South Delhi, Delhi, India2 yrs 8 mos experience

Key Highlights

Proven track record in client relationship management.
Expertise in portfolio management for high-net-worth clients.
Skilled in delivering tailored financial strategies.

Stackforce AI infers this person is a Wealth Management professional with a focus on high-net-worth client services.

Contact

Skills

Core Skills

Wealth ManagementFinancial Analysis

Other Skills

Client RelationsFinanceFinancial MarketsFinancial PlanningFinancial ServicesHNIInsuranceInvestingMutual FundsPortfolio AnalysisRetirementWealth Management Services

Experience

Sbi securities

Senior Relationship Manager

Jul 2023 – Present · 2 yrs 8 mos · New Delhi, Delhi, India

Wealth managementInsuranceFinancial AnalysisFinancial ServicesFinancial PlanningMutual Funds+8

Education

Sri sharada institute of indian management research

Pgdm — Finance and marketing

Sep 2020 – Aug 2022

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