Muskan Agrawal — Co-Founder
Accomplished wealth management professional with experience at Kotak and ICICI Private Wealth. Successfully acquired and managed client relationships, enhancing wallet share and driving significant revenue growth. Expert in sourcing and generating leads through innovative social media and print strategies. Proven track record in selling a wide range of wealth products and conducting in-depth analyses to identify high-potential clients.
Stackforce AI infers this person is a Wealth Management Professional with expertise in client relationship management and revenue generation.
Location: Mumbai, Maharashtra, India
Experience: 6 yrs 3 mos
Career Highlights
- Acquired and managed high-value client relationships.
- Expert in lead generation through innovative strategies.
- Proven track record in driving revenue growth.
Work Experience
Pine Labs
Solutions Specialist - FX & Cross Border Payments (8 mos)
Venture Voices
Founder (1 yr 10 mos)
ICICIdirect
Relationship Manager - Private wealth (1 yr 10 mos)
Kotak Wealth Management
Acquisition Relationship Manager (1 yr 3 mos)
Moneyfront
Business Development Executive (1 yr 4 mos)
Education
PGP - Business and Tech management at Masters' Union
BMS at University of Mumbai
12th at N.H. Goel World School
