Nida Majeed — VP of Engineering
Possess comprehensive understanding of diverse facets of financial planning, including investments, banking, estate and succession planning and credit solutions.Develop and oversee relationships with high- and ultra-high-net worth clientele.Conduct comprehensive review of client portfolios, including meeting with clients and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions. Exceptional understanding of wide range of investment vehicles, including equities, structured products, foreign exchanges and derivatives.
Stackforce AI infers this person is a Wealth Management and Financial Advisory expert.
Location: Bengaluru, Karnataka, India
Experience: 13 yrs 4 mos
Skills
- Financial Planning
- Wealth Management
Career Highlights
- Expert in financial planning and wealth management.
- Strong relationships with high-net-worth clients.
- Proficient in diverse investment vehicles.
Work Experience
Sanctum Wealth
Vice President (2 yrs 4 mos)
INDmoney
Vice President (2 yrs 3 mos)
HDFC Private Banking Group
Senior Manager (2 yrs 4 mos)
Manager (1 yr 11 mos)
Regional Investment Counsellor (9 mos)
HSBC Global Asset Management
Manager-Sales & Distribution (1 yr 6 mos)
Birla Sun Life Asset Management Company Limited (BSLAMCL)
Relationship Manager (1 yr 4 mos)
DLF Pramerica
Management Traniee (11 mos)
Grasim Industries Limited
Intern (2 mos)
Stock Holding Corporation of India Limited
Intern (1 mo)
Education
PGDM at BIRLA INSTITUTE OF MANAGEMENT TECHNOLOGY (BIMTECH)
BBM at Alliance Business Academy
at Caset Experimental School
